You can view all open and historical activities on the Company Card.
- Click Sales & CRM → Companies & contacts
- Click the company and click the Activities tab:
If your account has been upgraded to Tasks, the tab is called Tasks. The tab is only shown when the company has at least one activity, meeting or email.
- This shows all open and past activities. Open items are listed under Open activities (Open tasks if your account uses Tasks), and past items under History:
Tasks are a free upgrade to Activities. If you see Activities instead of Tasks, contact Upsales support for the upgrade. Until the upgrade is completed, Activities stays visible in the menu.