Creating Activities

Help Center

Creating Activities

You can create different types of activities in the system. Each type of activity serves different purposes and is tracked in different ways. We will go over all the different types, how they are created, and where you can find them in the system.

Before creating activities, you should set up your activity categories. Activity categories can help to organize your different sales efforts. Every activity requires one.
Activity Categories
There are different types of categories you can use in the system: Note, Appointment, Email, Text, Call, File, To-Do, Other Event, Sales Proposal, and Completed Task. Each type needs at least one category, but you can set up additional categories to help organize your activity history, calendar, and agenda.
- Add or Edit your Activity Categories under Settings > Sales > Activity Categories
- Every Category requires a name, color, and type. There are additional settings you can choose, such as reminding the user or contact when the activity will happen.
- You can set a default category for each type when it is added to the system.
- There is an expiring contract to-do the system uses to create to-do automatically for a user; you can't edit this category, but you can disable the feature that creates the activity.
- Any time the system creates new activities automatically, you will need to select the activity category. For example, the automation module requires you to select the category when you create a to-do based on Drip Campaign Open/Clicks.
You also should set up your Agenda, Calendar, and Widgets on your Dashboard to help keep track of all your past and future activities.
With everything ready to go, you can start adding new activities.

Tip

You can choose to associate an activity created for an agency contact with a customer's account. You have the control to determine which customer's account should show the activity. You can attach an activity to an customer if the agency contact is an artwork contact, billing contact, or additional agency contact for the customer.

Updated 08/31/2022

Tip

You can choose to associate an activity created for an agency contact with an customers’s account. You have the control to determine which customer's account should show the activity. You can attach an activity to an customer if the agency contact is an artwork contact, billing contact, or additional agency contact for the customer.

In this section:

Help Center

Creating Activities

Tip

Tip

Search results