The Activities tab allows you to create or update scheduled activities or to search for existing activities. Managing activities within the context of an Account, Contact, Lead, Opportunity or Case, the true value of SugarCRM becomes apparent. SugarCRM allows you to manage the myriad of calls, meetings, notes, emails and tasks that you need to track in order to get your job done.

• Tasks are for tracking any action that needs to be managed to completion by due date.

• Notes allow you to capture note information as well as upload file attachments.

• Calls allow you to track all of your phone calls with leads and customers.

• Meetings are like calls but also allow you to track the location of the meeting.

• Emails allow you to archive sent or received email messages. If you use Microsoft Outlook, you can quickly archive email messages with SugarCRM’s Outlook Plug-In.