Which Activities appear on the Company record?

All Activities that have been added on the Company record and any Activity added on a Lead, Potential or Live Project associated with that Company record will be visible on the Activities Tab on the Company record. This provides an excellent overview of all Activities that are taking place with your key Clients so you can make sure you coordinate efforts and avoid having duplicate conversations.

 

A Frequently Asked Question about CMap is:

"Which Activities appear on the Company record?"  

 

And the Answer is:

"All Activities that have been added on the Company record and any Activity added on a Lead, Potential or Live Project associated with that Company record will be visible on the Activities Tab on the Company record. This provides an excellent overview of all Activities that are taking place with your key Clients so you can make sure you coordinate efforts and avoid having duplicate conversations." 

 

This is an abridged FAQ Article. If you want to Learn More, please read our full article on Activities in CMap.

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