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Using Activities
... Using Activities Displaying Activities Activities that have already been created can be accessed from within the record they're related to and are ...
Introduction to Activities
... Introduction to Activities Creating Activities in Workbooks enables you to track and record the interactions you have with People and Organisation ...
Task or To-Do Lists
When constructing a task or to-do list containing names of Organisations or People to be called, at the moment it is our practice to build a view and export the resulting list to EXCEL. We do this because it is very easy to see at a glance where you ...