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05.00 – ACTIVITIES INTERFACE

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This interface section is not intended for entering or editing data.

Its purpose is to provide an opportunity to control activities and account for the data of interest.

The section interface consists of two parts:

On the left. Configurable filters for selecting certain types of activities by their features

On the right. List of activities

Activities Section Interface
Emails filtered by particular manager

Activities include calls, email, system notes, and users’ notes. Learn more about activities in the summary.

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