{"id":1076,"date":"2023-04-13T08:51:16","date_gmt":"2023-04-13T05:51:16","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/crm\/viewing-crm-activities-ezd_ampersand-schedules\/"},"modified":"2023-04-24T10:58:40","modified_gmt":"2023-04-24T07:58:40","slug":"viewing-crm-activities-and-schedules","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/crm\/viewing-crm-activities-and-schedules\/","title":{"rendered":"Viewing CRM Activities and Schedules"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Viewing CRM activities and schedules is an essential feature of the Customer Relationship Management (CRM) system. It lets you track important tasks, meetings, and events related to clients or prospects.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13085649\/activities.mp4\"><\/video><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Viewing CRM Activities and Schedules:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>CRM<\/strong> on the Navigation Menu.<\/li>\n\n\n\n<li>Select <strong>Activities<\/strong> from the dropdown options.<\/li>\n\n\n\n<li>Use the drop-down menu above to filter activity by type and owner.<\/li>\n\n\n\n<li>You can also edit or delete an activity.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can also see all your schedules on the Schedules page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Go to CRM &gt; Schedule.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13085719\/schedule-list-1024x576.png\" alt=\"Viewing CRM Activities and Schedules\" class=\"wp-image-1080\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13085719\/schedule-list-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13085719\/schedule-list-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13085719\/schedule-list-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13085719\/schedule-list-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13085719\/schedule-list.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Viewing CRM activities and schedules is an essential feature of the Customer Relationship Management (CRM) system. It lets you track important tasks, meetings, and events related to clients or prospects. Viewing CRM Activities and Schedules: You can also see all your schedules on the Schedules page. Go to CRM &gt; Schedule.<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":1038,"menu_order":9,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1076","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1076","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1076"}],"version-history":[{"count":3,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1076\/revisions"}],"predecessor-version":[{"id":1557,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1076\/revisions\/1557"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1038"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1076"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1076"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}