Each Operate Account record contains an Activity History section, which is very useful for a number of reasons: 

  • It allows you to keep track of all account activity, including emails, calls, tours and tasks. 
  • It lets you see the historic account information. 

You can use the section to quickly schedule calls or send emails to the account. You can also delete records from the section.

In addition, you can click the column headers to sort your data. 

Learn more about the Accounts Module by reading the Overview article.

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