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Help & Glossary
  • Activities

    General The activities are managed and created in the Calendar module.  The default view of the module is a list...
  • Create Activities

    General This guide is about events. For information about activities and the Calendar module in general, see the guide Activities. There...
  • Creating Activities for a User with Automation

    General You can create activities in mass for the assignee of the accounts or contacts in a target group, or some...
  • Scheduling Target Group Activities

    General You can create activities in mass for the assignee of the accounts or contacts in a target group, or some...
  • Workflows

    General Workflows can be used to automatize several actions in modules. Workflows are triggered by changes made in the target...
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