Q

In CRM, can an activity or a task be private?

Learn how activities and tasks compare and the public and private options for each in CRM.

What is the difference between an activity and a task in CRM?
An activity is created with reference to the customer, and an activity is always public. Examples of activities are a customer visit, a call back to a customer, an outbound phone call, an inbound phone call, an outbound e-mail and an inbound e-mail.

A task is created with reference to an employee of the organization. Tasks can be public or private. A sales rep

can create tasks as private to follow up with a customer. Examples of tasks are a call to a customer or a customer survey.

This was first published in April 2006

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