With BigContacts you can see everything that has been done by you or others on our team. You can filter activity tracking by specific person on your team or by length of time - past 24 hours, past 3 days, or past week.

Activity Manager

This reporting module allows you to take a pulse on what's going on in your business. Select any or all users in your company to review what they had done over a given period of time. This activity can be displayed in a variety of ways - allowing you to review what someone has accomplished over a specific time period.

• By date
• By Activity Type
• By User

Feature Video: View Activity Manager

You can see virtually everything that has occurred in managing client relationships.

• view calls made
• notes written
• emails sent
• meetings scheduled
• tasks completed
• new sales opportunities created
• and much more...

Task Manager

This function allows you to monitor the performance of task completion and how well you and others are doing to meet your company's service standards.

Feature Video: View Task Manager

 

This section will show you all the tasks that are assigned to you, the date they are do, the tasks you have completed today, the priority of each task, and those that are overdue.