Have you ever added a note or received an email for one of your contacts or in any other element within your existing tabs, but you also needed to see it somewhere else? If this is the case, then we have the solution! This is made possible thanks to the function that allows you to share activities between your tabs in FreeAgent CRM.
Activity sharing is available for all tabs that include the 'Activity Timeline'. To start sharing activities, go to the desired tab and in the 'Activity' section, hover over any of the 'Activities' with your mouse, you will notice an arrow right next to the 'X' to delete the content.
Click on the arrow and the sharing options will appear. Here you can select between all your existing Tabs to share your activity.
Then you need to either select one of the suggested entries or you can start typing to find the specific element to share the activity. For this example, we want to share the 'Call' to one of the existing deals called 'FedEx Deal'. To do this, we select the desired tab and element (1) and then click on the 'Share' button (2). In the 'Shared On' section (3) you can see all the elements on which the activity has been shared.
Once you click on share, the activity will be available on the target element. Right below the team member's name, there will be a legend that indicates that the activity was shared and will include its origin, which you can click on to go to it.
Well done! Now that you have shared activities between your tabs you can be sure that the information is always available where it is needed the most, to keep everyone in the loop.