The user can use activities registiered in the system can be used for creating BI analyses, e.g., when preparing report on negotiations with a client, on efectiveness of actions of particular employees or on probability of acquiring customers from different sectors etc.

To register marketing and sales actions, it is possible to add:

• Contact – usually a meeting of one employee with one representative of a customer.
• Meeting – detailed meeting with certain attendees, within specified time limits and place

CRM activities are available from the level of:

• Main → CRM → My Activities – the list presents actions associated with all customers/vendors
• List of customers/vendors – upon selecting a customer/vendor and clicking on [Activities] button, a list of all activties related to that customer/vendor is presented.

The visibility of activities for a logged-in operator depends on permissions assigned to operator groups.