Manage your Activity Types

How to Manage your Activity Types

Managing your Activity Types is essential for organising and tracking the various interactions and tasks within your CRM. By setting up a range of different activity types, you can ensure that every action, from calls and emails to meetings and follow-ups, is accurately recorded and categorised. This helps streamline your workflow, improve team collaboration, and provide detailed insights into your customer engagement efforts. 

In this guide, you will learn how to set up and manage your activity types effectively, allowing you to customise your CRM to better suit your business needs.

Getting Started with Managing your Activity Types:

To start managing your Activity Types, navigate to “Settings,” and select “Activity Settings”.

When first accessing this section, you will have our default activity types:

• Email, Video Email, Automated Email
• Phone (no voicemail), Phone (leave voicemail)
• LinkedIn Connect, Inmail, Message
• Do Research, Deal Setup, Share an Article

From this point, you can either add new Activity types or customise the existing ones.

To add a new Activity, click the "Add Activity Type" button in the top right corner. A pop-up window will appear, allowing you to add your new Activity Type. 

In the pop-up window, you can enter the Activity name and select a corresponding icon. This icon will be used in the CRM and activity management to indicate the type of activity.

This will add the new type to the bottom of your list. 

To manage your activity types, you can edit or delete them as needed.

• Selecting the edit tool will provide a pop up to customise the Activity type.
• Selecting the delete tool will remove this specific Activity type from your settings.