Skip to main content

Edit / New Entry

Create activity
Jv4yrE6hEAXDlf4E-drawing-9-1754038739.png

Available:

  1. Customer details page
  2. Opportunities 
  3. Leads 
Create activity +

Available:

1. Activities overview in the customer

  1. Title: edit "Type" or "Create activity"
  2. When creating, the first type is preselected.
  3. 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