Edit / New Entry

Create activity 
 
  
 
Available: 
 
Customer details page 
Opportunities  
Leads     
 
Create activity 
+ 
 
Available: 
1. Activities overview in the customer    
 
 
Title: edit "Type" or "Create activity" 
When creating, the first type is preselected. 
Attachments widget available  
 
 
 
 
Field 
Reference   
 
 
Entered on 
Date and Time  
 
Type 
Code list: Type of activity  
 
Contact 
Contacts of the customer to which the activity should be linked  
 
Text  
Multiline  
 
Campaign 
Only valid Campaigns are listed. If none are available, the entry is Hidden  
 
Direction 
outbound | inbound  
 
Determined By 
Contact | Us  
 
The contact has been reached