Activities are the structure in Robosme where all customer contacts and internal actions are recorded.
All interactions, from the first meeting with a lead to meetings in the sales process; from a call about a case to internal team tasks, are managed as activities.

Activities:

• Can be associated with records such as Lead, Company, Contact
• Can be associated with Sales, Case, and Campaign processes

This way, all questions about a customer or process—who, when, through which channel, and what they did—can be tracked from a single place.

Activities in Robosme work on a channel basis (meeting, phone, message, task, etc.), but from the user side, these channels are part of a single whole. Daily workflow is managed through the activity list and calendar.