Customers and activities
Customers lists every customer with its industry, place and open opportunities.
A customer
A customer has a name, industry, address, classification, notes and contacts. Its page shows its opportunities and what they add up to, its contacts, and its activities.
Activities
Activities are the CRM: a call, meeting, email or note, dated, with a follow-up date when something is to be done and an owner for that follow-up. The owner is yourself, or a colleague who can see the opportunity. Follow-ups appear on My work; the owner is told the day it falls due.
Log activity on a customer’s or an opportunity’s page opens the form: kind, date, what was said, and the follow-up date and owner.
Anyone who can see an activity’s opportunity and edit customers may read and log activities; only the author edits or deletes one.