Entities > Activity

Activities are things that takes place in space and time. May sound cryptic, but some examples makes it more clear:

•Meetings. A meeting has a time, a place and some participants. Participants may be external contacts or they may be your colleges.

•Internal Meetings. As opposed to normal meetings (above), External Meetings will only have your internal colleagues participating. The big difference will appear if you user Exchange/Office365 synchronization of calendars. Internal meetings will appear automatically in your Outlook calendar, whereas normal meetings will be created via meeting invitations from the organizer.

•Phone Call. These have typically two participants: You and the person you are talking to. There is a time but location is usually less important.

•E-mails. Again - time (sent or received), participants (recipients and sender) and again location is rather less important. E-mails will most often be created by the Exchange/Office365 synchronization or by tracking individual mails using the ChannelCRM Office Add-In.

•Documents. You may not think af documents as activities, but in reality it is beneficial to treat dem as such. Often there is a sender and receiver, and always a time. Activities of type Document are often created by you uploading documents (could be a Word file) directly to a CRM entity.

By treating so many types of events as activities you will gain structure to your actions with customers and prospects. You can always tell when it happened or is planned to happen. And you can see who it relates to. That is also why we can show relevant activities both connected to contacts and to companies where they are employed, in the context of the current opportunity, contact, project, ...

And that's why you can always rely on that you know the context when you open a company in CRM.