By utilizing Time Tracking for CRM, you can track time on tasks, phone calls, events, and cases. Tracking time on these activities can help you manage your company by being aware of how much time is spent on certain activities.
To initiate time tracking for tasks within CRM, the administrator must enable the Time Tracking for CRM feature. Here’s how to track time for CRM tasks:
- Click Edit next to an existing task record on the Tasks list at Activities > Scheduling > Tasks.
- Access the Time Tracking subtab within the task record.
- It’s important to note that relevant fields will be visible on the Time Tracking subtab only when you are using the Project Management feature.
- Your name will automatically appear in the Employee field. Depending on your role access, you can select another employee if you are entering time for someone else.
- Enter information for this time transaction.
- Repeat this process to track time for additional customers or employees for this task.
- Click Save.