Source: https://www.brixit.io/docs/crm-daily-work

# Keep daily work connected in Brixit CRM

Start from the record when an activity or file belongs to a particular person,
requirement or property. Use the broader workspaces to review your day and team activity.

| Task | Where to go | Guide |
| --- | --- | --- |
| Write a note, schedule a call or record a viewing outcome | A record's Followup area | [Follow-ups and notes](https://www.brixit.io/docs/crm-followups) |
| Attach a supporting file | A record's Documents tab | [Upload and manage documents](https://www.brixit.io/docs/crm-documents) |
| Review the schedule or add an event | Calendar | [Calendar and events](https://www.brixit.io/docs/crm-calendar) |
| Reply to clients or coordinate internally | Inbox, WhatsApp or Messages | [Communications and personal tools](https://www.brixit.io/docs/crm-communications) |
| Review an action awaiting approval | Approvals | [Review approval requests](https://www.brixit.io/docs/crm-approvals) |
| Inspect team, pipeline, listing or financial results | Reporting | [Reporting](https://www.brixit.io/docs/crm-reporting) |

The Dashboard is the landing overview. Open the relevant module or report to investigate
an item, and check filters and your role's visibility when comparing counts.

## Campaign guides

Use [WhatsApp conversations](https://www.brixit.io/docs/crm-whatsapp) for individual messages, [WhatsApp campaigns](https://www.brixit.io/docs/crm-whatsapp-campaigns) for approved-template outreach, and [email campaigns](https://www.brixit.io/docs/crm-email-campaigns) for bulk email.