View activities for deals in ClientLook

View activities for your ClientLook deals

ClientLook CRM includes an integrated deal management system. When it comes to your calendar, you can schedule activities for contacts and/or deals. Within each deals you have a complete summary of both completed and uncompleted activities.

Features include:

  • View completed and uncompleted activities for a deal.
  • Schedule new activities for deals and add attendees.
  • Attach files and web links to activities.
  • Delegate activities to other users.
  • Completed activities automatically become part of the deal’s history.
About the Author

Michael Griffin

Michael Griffin - ClientLook, Founder

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