Activity Workflow Summary

Every activity (ticket, call, or visit) follows eight checkpoints from creation to reporting: Create Activity → Fill Details → Link Records → Assign User → Dashboard View → Status Updates → Notifications → Reports.

1. Create Activity—Ticket, Call, or Visit
2. Fill Details—mandatory fields completed
3. Link Records—tied to Leads or Inquiries
4. Assign User—responsible owner allocated
5. Dashboard View—visible across relevant widgets
6. Status Updates—workflow drives status changes
7. Notifications—triggered automatically
8. Reports—centralized tracking

Image