Activities & follow-up
Keep tasks, calls and follow-up attached to the relevant sales record.
Environment-aware guidance
Exact buttons and available actions can vary with company plan, role permissions and enabled capabilities. Stoneware workflow rules and server-side checks remain authoritative.
Purpose
Activities provide a traceable follow-up layer for Accounts, Contacts, Leads and Opportunities.
Hygiene
Complete work when done and keep next actions current so overdue activity remains meaningful.
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