CRM activity overview

Goal

Understand when to use crm activitys and how they fit the process.

Who it is for

clerk

Preconditions

You are signed in to the correct tenant.
You have permission for this action.

Steps

Open the CRM activitys area from navigation.
Use list → detail → create/edit as your process requires.
Post or approve when the document is ready (if applicable).
Use related documents (credits, receipts, payments) to complete the cycle.

Result

You know where crm activitys live and which follow-on documents to use.