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Add activity to any customer

In CRM, Activity feature is helpful to increase the productivity of the team by assigning the activity to users. As a Bearbook CRM user, you can directly assign the activity from the contact list.

Steps to assign the Activity,

  • From the home, Select 'Contacts',
Activities Bearbook CRM

  • In the contact page, you can see the contact list stored by you.From that list, Click on the '+' icon on the specific contact to assign an activity to that contact.
Activities Bearbook CRM

  • Select the appropriate options and fill the details in the form as per your activity and click on the 'Save Activity' to assign the activity to a specific contact.
Activities Bearbook CRM
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