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Implementing SugarCRM by Michael J.R. Whitehead

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Sales Activities

While we learned about the calendar in the previous section, we also learned something about the activities that may be defined and tracked within SugarCRM. The five different types of activities are Meetings, Calls, Tasks, Notes, and Emails. Let us now look at these activities in more detail.

All five kinds of activities may be created and viewed within the Activities tab of the SugarCRM system. Click on the Activities tab now, and have a close look at the list of shortcuts available within this module. There are shortcuts to go to the list view for each of the five kinds of activities, or to create an activity of any kind except an email (for which you must go to the Emails tab). The Calls List view is the default screen you ...

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