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Activities

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Activities

Follow, record, and organize the activities performed in the system

Introduction to activities
Introduction to activities

Creation of activities
Creation of activities

Activity details
Activity details

Activity listing
Activity listing

Activity settings
Activity settings

Activity type settings
Activity type settings

Association of custom fields
Association of custom fields

Approvals
Approvals

Automations and actions
Automations and actions

DocuSign Integration
DocuSign Integration

Document generator
Document generator