Stay on Top of Every Interaction: Managing Activity in CRM As A Service

Managing customer relationships means keeping track of more than just names and numbers. It’s about knowing what’s been done, what’s coming up, and what still needs your attention. From scheduled meetings to casual follow-ups, every interaction contributes to momentum—and missing details can slow it down.

What is an Activity?

In CRM As A Service, an Activity refers to any interaction or task associated with a leads, opportunities, contacts, organizations, or case. This includes both internal tasks and external communications that help move the sales process forward.

Each activity can be associated with specific lead, opportunity, contact, organization, or case, providing valuable context to every interaction.

Create a new Activity

You can easily add a new activity to any lead, opportunity, contact, organization, or case in CRM As A Service. Whether it's a quick follow-up call, a lunch with a client, or a scheduled meeting, activities help you keep track of every interaction across your sales and support processes. By linking activities directly to the relevant record, your team stays aligned and always has the full context at hand.

Activity with Calendar Sync

A calendar sync connects your CRM As A Service to your Microsoft 365 calendar. Activities can be scheduled directly in the calendar, and you can invite attendees, making it easy to plan and coordinate with leads, opportunities, customers, or team members.

To learn more about calendar sync, check out our blog on how to configure Calendar Sync.

Enable Online Meeting

When enabled, this feature automatically sends a Teams Meeting invitation to attendees, making it even easier to connect online.

Marking Activity as Done

When you create an activity in CRM As A Service, you can mark it as done during creation if it has already been completed. This is useful when you're logging a past interaction, such as a call or meeting that has already taken place, or any task that was finished before being entered into the system.

If you don’t mark the activity as done, it will appear in the Activities panel and on your Home Page under Current Activities. This keeps your pending tasks visible and easy to follow up on. Check out our blog about Home Page.

History Panel

If the activity is marked as done, it will be automatically moved to the History panel. This helps keep your records organized and your timeline of interactions complete. Learn more about History Panel.

Managing activities effectively is at the heart of successful customer relationships. With CRM As A Service, every call, meeting, task, and follow-up is right where your team needs it—organized, searchable, and connected to the bigger picture.

Start using CRM As A Service today to bring clarity, consistency, and momentum to your customer engagements—all within the Microsoft Teams workspace you already use every day.

Try CRM for Free!

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TeamsWork is a Microsoft Partner Network member, and their expertise lies in developing Productivity Apps that harness the power of the Microsoft Teams platform and its dynamic ecosystem. Their SaaS products, including CRM As A Service, Ticketing As A Service and Checklist As A Service, are highly acclaimed by users. Users love the user-friendly interface, seamless integration with Microsoft Teams, and affordable pricing plans. They take pride in developing innovative software solutions that enhance company productivity while being affordable for any budget.