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.
- 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.