Adding and Configuring Activity Types in Admin Settings

Adding and Configuring Activity Types in Admin Settings

Add Activity Type

Adding a new activity helps categorize and track various activities effectively. Predefined activity types include call, email, meeting, task, lunch, and quote. This customization enhances the ability to manage and analyze various activities more effectively.

Adding an activity type via admin settings:

  1. Click the Settings icon on the navigation bar to access Admin Settings.

  2. In the Other Settings section, select Sales Activities to open the configuration options for sales-related activities.


  1. In the Sales Activities page, click the + Activity Type button at the top-right corner to open the Add Activity Type drawer.


  1. In the drawer, enter a unique name in the Name of the Activity Type field.
Note: Duplicate names are not allowed. The Save button remains disabled until this field is filled.



  1. Select an icon to represent the activity type from the available options.

  2. Click Save to add the new activity type.


Customizing the Type of Activity

Follow these steps to view, edit, reorder, enable/disable, and manage the activity types in your CRM system.

  1. Go to Admin Settings.

  2. Open Sales Activities under the Other Settings.



  1. Use the Enable/Disabled toggle at the top of the Sales Activities page to view activated and deactivated activity types respectively.


  1. To rearrange activity types, use drag-and-drop to adjust their order. 



  1. To edit an activity type:

  1. Click the activity name, modify it, and save changes.
  2. Change its icon by selecting a new one.


  1. Use the toggle next to an activity type to enable or disable it.

  1. Enabled activity types remain active and available for use.
  2. Disabled activity types will be moved to the Disabled section.
NotesNote: At least one activity type must always be enabled.







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