The Emails tab displays all email communications related to the client. It allows you to view email records and, if you have the necessary permissions, send new emails directly from here. This centralized view helps you track email interactions and maintain efficient communication with your clients.

1. View Emails

2. Sending Emails

To send emails, you must have the Emails permission enabled. Without it, you can only view email records. For more details, refer to this section:

To send emails:

1. Click "Send Email" under the Emails tab.

2. Alternatively, use the shortcut icon on the lead overview panel.
3. Fill in the following fields:

The Calls tab provides a complete log of all phone interactions with your client, including both outgoing and incoming calls. This allows you to review call details and quickly initiate new calls directly from the CRM.

1. View Call Records

2. Calling Leads

To initiate a call with your lead, simply click on the "Call" icon in the Lead Overview Panel. For more information, please refer to this section:

The Tasks tab helps you manage your follow-up actions with clients by tracking all pending and completed tasks. Tasks are organized to give you a clear overview of what needs attention and what has been completed, ensuring nothing falls through the cracks.

1. View Tasks

2. Create Tasks

To create a task, you must have the "Add Tasks" permission. If this permission is not enabled, you will only be able to view tasks. For more details, refer to this section:

To create a new task:

1. Click "Create Task".

2. Alternatively, use the shortcut icon on the client overview panel.
3. Fill in the required fields. For more details, refer to this section:

3. Edit Tasks

Only the following can edit tasks:

• Task Creator

• Assigned Party

• CRM Owner

To edit:

1. Locate the task you want to edit.

2. Click the "..." button and select "Edit".
3. Make the necessary changes.

4. Delete Tasks

Only the following can delete tasks:

• Task Creator

• Assigned Party

• CRM Owner

To delete:

1. Locate the task to delete.

2. Click the "..." icon and select "Delete".
3. A pop-up will appear for confirmation.

5. Complete Tasks

To complete a task:

1. Locate the task under "To Do List".

2. Click the "Tick" icon to mark it as completed.
3. Once marked, the task will move from the To Do List to the Completed section (categorized by the month of completion) and will appear with a strikethrough for easy identification.

The Activities tab provides a centralized view of all actions related to the client — including notes, emails, calls, and tasks — helping you track interactions and manage follow-ups efficiently.

1. View 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:

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

• – Add, edit, and delete notes.

The Info Updates tab provides a log of all actions performed on the client, helping you monitor and track activities easily. It also indicates who performed each action, ensuring accountability and transparency.

1. View Info Updates

The Notes tab allows you to document important information and interactions related to a client. You can easily view, create, edit, and delete notes to keep track of your communications and follow-up actions. This helps ensure a clear and organized record of all client-related activities.

1. View Notes

2. Create Notes

To create a new note:

1. Click "Create Note".

2. Alternatively, use the shortcut icon on the client overview panel.
3. Tag the note by selecting the "Email" or "Call" icons to indicate the communication channel used. Tip: Tagging notes helps you quickly identify the communication channel for efficient follow-up. Enter your note content in the text box.

3. Edit Notes

Only the creator of the note or the CRM owner can edit notes.

To edit a note:

1. Locate the note you want to edit.

2. Click the "..." button and select "Edit".
3. Make the necessary changes.

Note: If you are not the creator of the note or the CRM owner, the "Edit" button will not be visible, and you will be unable to edit the note.

4. Delete Notes

• By default, only the creator can delete their notes.

• With permission, other users may also delete notes.

• To delete, click the "Delete" icon on the note, then confirm.

By default, only the creator of the note or the CRM owner can delete notes.

If you want other users to be able to delete notes created by others, assign them the “Delete Notes” permission. For more details, refer to:

To delete a note:

1. Locate the note you want to delete.

2. Click the “...” button and select "Delete".
3. A confirmation pop-up will appear. Click "Confirm" to proceed.