Where can I view the closed sales activities like tasks, calls, and meetings associated with a record?

The Closed Activities related list displays all the closed activities like tasks, calls, and meetings related to a record. You can customize the Closed Activities related list to display up to five fields in addition to the mandatory fields.

 

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• Can I delete activities like tasks, calls and meetings?

  Yes, you can delete sales activities like tasks, calls and meetings if you have the necessary profile permission.  To enable the Delete permission Log in to Zoho CRM with administrator privileges. Go to Setup > Users and Control > Security Control. ...

• Sales Activities - An Overview

  Activities module is split up into Tasks, Calls and Meetings modules. This change will reflect for users who signed up after September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls and Meetings modules ...

• Using CRM View for Activities

  For any sales person, a typical day at work is loaded with tasks. It could be the field work to visit a prospect for a demo, or the task to call up a prospect to discuss a deal, or to follow-up with customers after their visits to your website. There ...

• Working with Meetings

  Activities module is split up into Tasks, Calls, and Meetings modules. This change will reflect for new sign-ups from September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls, and Meetings modules to ease ...

• How can I configure a custom view for activities to only show the tasks, meetings, and calls for the current day?

  In the Meetings, Calls, and Tasks modules, you can create a default view for Today's Meetings, Today's Calls, and Today's Tasks.   You can use this view to see the calls, tasks, and meetings scheduled for the current day.    To view activities for ...