Choose the relationship
Link an activity to an existing contact, lead or opportunity.
Communication History for construction teams
Keep customer conversations attached to the enquiry they concern.
Record the conversation
Capture calls, meetings, email notes or other activity with its date and summary.
Keep a next action
Assign a follow-up and due date when more work is needed. Communication history is a record of activity; connected mail delivery is configured separately.
Related workflows
Opportunities for construction teams
See prospective construction work and the follow-up it needs.
Explore →Customers for construction teams
Maintain the customer and supplier details used across your company.
Explore →Leads Manager for construction teams
Capture enquiries before they become committed work.
Explore →READY WHEN YOU ARE
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