Qualifying contacts via activities

1. Open a contact and switch to the Activities tab.
2. Select a view mode for the list (Type, Status, ...).
3. If you click on an activity record in the Subject field, the corresponding form is opened.
4. Check to what extent the activity has already been completed.
5. If it is completed, click the Status button in the header form of the activity and then on the entry that is Completed.
6. Switch to the contact form and update the record (standard command Load).
7. Now you can see an icon with a check mark in the Status field of the Activities tab.

Create new activities for the contact to further qualify it.

If you have created activities for the contact, you can see them in the Activities tab of the contact. You can jump immediately to the respective activity form from here if you click the Subject in the list.