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Create an Activity from the org chart

How to view, filter, and create CRM Activities on the org-chart — including open tasks and completed activity history.

Updated over a week ago

1. From the org chart select a contact

2. Click on Activities in the side bar

3. View Activities

4. Click on Create Activity to add a task

5. Provide details about the task

6. Click on save to create the activity

7. The activity is added to vizrm and the CRM

Learn more about Activities
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