CRM glossary
What is Activity capture?
Automatically recording emails, meetings, calls and documents into a CRM without manual entry.
Definition
Activity capture: Automatically recording emails, meetings, calls and documents into a CRM without manual entry.
Example
A meeting on your calendar and the follow-up email both appear on the account timeline automatically.
Why it matters
It is the single biggest fix for low CRM adoption.
Activity capture in MagicWand
MagicWand captures email, calendar, phone and documents directly.