Quick Activities

We are proud to introduce EngageQuick Activities for SuiteCRM

Activities Tab for:

  • Leads
  • Contacts
  • Accounts

Users can:

  • View list of Activities
  • Create Calls & Meetings
  • Set Date, Status and Notes

Activities Tab

Users can instantly see a list of Activities for the Lead or Account

Activities Tab Screenshot

Creating Activities

In a few clicks users can:

  • Create either Call or Meeting
  • Set activity date
  • Set activity status (Planned or Held)
  • Add notes

Would you like a Demo?

For more information on how we can meet the needs of your organisation get in touch now!

Call 01793 236 245
Email Us