How to Manage Activities in CRM

For example, here you can see by user which of your staff have activities that are open and if somebody has too many, you may want to reassign them or give them a hand. The charts are interactive, so by simply clicking on any of the elements of the chart, in this case these are all the activities for Anna, I can simply open a page to help work through each of these or I can select one or more of these activities and I can assign them to somebody else. Each of these can be expanded by clicking in the corner or return to its original size by clicking again. And if you click on select, there’s a number of panels that are available and depending on what your role is, you may want to see a different set. Simply uncheck the panel you do not want and check the one you do.