What are Activities? Follow

Activities represent any scheduled action on your part towards the closing of a deal: a phone call, lunch meeting, email – whatever it is, you can schedule it with your people contacts, organizations, leads, deals, or projects so you will always know what's coming next.

By default, you can set up your activities to be a call, meeting, or task. You can set up custom activity types for activities that are specific to your company's needs, i.e. Appointments, Visits, Dinner booking, etc. You can even add the outcome of each activity type and select them while you mark them complete.

To facilitate the activities scheduling process, we suggest using our calendar sync feature to sync activities from your calendar provider and the Scheduler feature to set up availabilities and book activities with clients.

You can create custom fields for the activity module as per your requirement from the setup menu.

There are various ways of creating activities.