Manage CRM Tasks and Meeting Activities

Overview

The Activities feature organizes tasks and meetings connected to your sales work. Activities can be created within a deal or independently through the calendar widget on the dashboard.

With structured calendar views, team collaboration, and widget-based tracking, you can keep your workflow efficient and never miss a critical event.

Types of Activities

Activities are categorized into two types:

• Task - General to-dos.
• Meeting - Scheduled client or team meetings.

Each activity can be customized with:

• Start & End Time - Define when the activity occurs.
• Title & Description - Add details to specify the purpose of the activity.
• Assigned Team Members - Assign activities to specific users for better collaboration.

Calendar Integration

Activities can be viewed in multiple formats for better scheduling and time management:

• Day View - A breakdown of scheduled activities for a single day.
• Week View - A broader look at tasks and meetings for the week ahead.
• Month View - A high-level monthly schedule for long-term planning.

Dashboard Widgets for Activities

The Dashboard includes dedicated widgets to help track and manage activities at a glance:

• Task List Widget - Displays all activities categorized as Tasks, ensuring pending to-dos are easily accessible.
• Upcoming Activities Widget - Shows all upcoming Meetings, helping users prepare for scheduled engagements.

These widgets provide quick access to essential activities without needing to navigate the full calendar.

Calendar and Meeting Integrations

• Google Calendar - Use connected busy events for booking availability and create ClosingDealz activities from selected external events through the documented one-way sync.
• Google Meet - Generate a video link when creating a supported meeting activity.

See Google Calendar and Google Meet for setup instructions. For the relationship between records, read Leads vs. Deals vs. Activities.