Activities
Phase 2 · Sales Module
Unified timeline of every customer touchpoint — calls, emails, meetings, and notes — across accounts, contacts, and opportunities.
Planned capabilities
- •Log call / email / meeting / note against any account, contact, or opportunity
- •Auto-import Outlook calendar events + sent items via Graph (per-tenant)
- •Filter by activity type, owner, date range, or related opportunity stage
- •Customer-issue feedback from /feedback surfaces here too
- •Bulk follow-up templating (next-step nudges)
Reference: forit-QuoteGen/docs/plans/2026-05-13-aviation-management-design.md