Activity Tracker

Record Activity Details

You can keep a record of every time you contact companies on your directory:

• record the time and date of each activity
• assign a task to an owner
• note who you spoke to and what you talked about
• make a note of the activity type

Attach Documents

Attach any documents to an activity record such as a word document or email.

View Previous Activity History

See all previous activity relating to each company, including what type of activity it was, what the subject was, who spoke to who, along with any relevant documents.