Opportunities in TutterflyCRM has an Activity Section. Here is a step-by-step guide to using emails, tasks and call logs through it:
Task is an action that can be accomplished by the person to whom it is assigned. In the CRM, we can set a due date for a task. This acts as a reminder for the user so that they can manage it appropriately.
In the call logging section, we can store the details of the telephonic conversations for reference purpose.
Users can communicate and collaborate through emails in TutterflyCRM. While creating emails, a user can also choose different pre-generated templates.
Creating an Event
It can be used to track meetings with other users, customers, or prospective clients.