Activity Queue

The Activity Queue identifies open activities that require follow-up action. It can be accessed in the Activity Manager.

Queue

Description

Priority

Needing Follow-up

Activities that require action

High

Needing Follow-Up

Activities Needing Follow-up are marked for followup. Activities might be attached to any number of records.

Monitoring frequency

Actions

Regular

Activities might require a number of different actions, depending on their exact nature. Customer contact is frequently involved.

Example

A customer is returning a large Item and is awaiting a refund. The Customer Service Agent who handled the return created an activity on the order record and assigned it a follow-up date as a reminder to notify the customer when the item is received.

Related Operations