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Sprocket Cloud CRM guide

Activities, calendar and workqueue

Bring personal responsibility and team follow-up into a clearer daily view.

Create activities

Use tasks, calls and meetings with owners, dates and status to make the next action explicit.

Use the calendar

Review dated work in calendar context while keeping the related customer or opportunity connected.

Open the workqueue

Use the workqueue for assigned items and focused follow-up rather than searching across every module.

Watch notifications

Notifications highlight work requiring attention. What appears depends on your role, permissions and assignments.