The Admin Activities panel displays all actions and communications related to a specific lead. 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.

• – View email history and send emails.

• – Track call records and initiate calls.

• – Create, edit, and manage tasks.

• – Track all updates and responsible users.

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

Key points:

• Displays all lead-related updates in chronological order, categorized by month.

• Shows details of the activity, including the type of action, timestamp, and user responsible.

• Useful for auditing and understanding the lead’s activity history.

The Notes tab allows you to document important information and interactions related to a lead. 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 lead 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 “...” 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.

The Tasks tab helps you manage your follow-up actions with leads 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

The Emails tab displays all email communications related to the lead. 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 leads.

1. View Emails

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

1. View Activities

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