Definicja activity category (CRM)

Co znaczy ACTIVITY CATEGORY (CRM):

Used to classify an activity in a business transaction. The activity category controls which functions are available for a specific activity type.

Activities can be divided into different activity types, for example, business activity and task. It is possible to create categories to further define activity types.

Example

A business activity could include categories for:

Visit Telephone call E-mail

A task could include categories for:

Reminder to call a customer Preparation for a sales visit