Preparing to Use CRM Activities

Before using CRM Activities, certain administrative settings must be configured. Follow the instructions below to set up Activity Types and Statuses for managing interactions with your contacts.

Setting Up CRM Activity Types

Step 1: Navigate to Activity Types

1. Go to Admin / CRM / Activities / Types .
2. This section allows you to define Activity Types, which represent the kinds of interactions you track with your contacts.

Step 2: Create Activity Types

Activity Types categorize the interactions you have with contacts. Common examples include:

1. Add a new Activity Type:
   • Define a name for the activity (e.g., "Call").
   • Optionally, provide a description or additional details.
2. Repeat this step to create all necessary Activity Types relevant to your organization's workflows.

Setting Up CRM Activity Statuses

To track the progress of CRM Activities, you need to configure Statuses that represent the current state of an interaction. Follow these steps to set up Statuses:

Step 1: Navigate to Activity Statuses

1. Go to Admin / CRM / Activities / Statuses .
2. This section allows you to define Statuses, which represent the current state of an interaction.

Step 2: Create Activity Statuses

Statuses help categorize and manage the progress of activities. Examples of common statuses include:

1. Add a new Status:
   • Define the name of the status (e.g., "New").

   • Optionally, provide a description or additional context.

     Mark Completion (optional):

   • If a Status indicates the completion of an activity, you can mark it as “Complete.”
   • Multiple statuses can be designated as "Complete" if needed.
   • You should designate at least one Status as "Complete".
2. Repeat this process for all statuses that are meaningful to your workflows.