Exec
Tower
CRM
SRM
WMS
Purchase
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AI
Inbox
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Twin
Risk
API
Settings
Activities
Tasks, calls, and meetings. Scoped like other CRM lists.
Refresh
Filtered view:
status=OPEN
·
overdue only
·
clear
New activity
Subject
Type
TASK
CALL
MEETING
NOTE
EMAIL
Due
Related account (optional)
—
Save activity
Subject
Type
Links
Due
Status
No activities yet.
Guide