Admin Activities

The Admin Activities panel displays all actions and communications related to a specific client. These activities are organized into tabs for easy navigation and management.

Tabs include:

• Activities – Overview of all actions (notes, emails, calls, tasks).

• Notes – Add, edit, and delete notes.

• Emails – View email history and send emails.

• Calls – Track call records and initiate calls.

• Tasks – Create, edit, and manage tasks.

• Info Updates – Track all updates and responsible users.