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what is Activity Management and their Types?

 

Activity Management

All the modules explained above use the Activity Management module of CRM. An Activity represents any kind of interaction with the customer such as a Phone Call, Email, Letter, etc. These activities can be related to any of the entities explained earlier such as Account, Contact, Lead, Case, etc. By default, CRM provides following types of activities out-of-the-box −

  1. Phone Call
  2. Email
  3. Task
  4. Appointment
  5. Recurring Appointment
  6. Letter
  7. Fax
  8. Campaign Response
  9. Campaign Activities
  10. Service Activity
  11. Custom Activities

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