When a user adds a note to the CRM, they can select the Activity Type where this note originated from. For example, you may have Activity Types like 'Made Contact', 'Incoming Call' and 'Customer Meeting'.
Prerequisites
You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Go to Settings Centre
To edit your Activity Types, click on the settings drop down, then select System Settings.
Step 2: Navigate to General in Settings
Once within the Settings Centre, navigate to the General page and scroll down until you reach the Activity Types configure option.
Step 3: Add New Activity Type
By selecting the 'Click here to Configure' link, the Configure Activity Types window will open. Here, all of your pre-existing Activity Types will be listed. To add a new one, click on the plus icon in the top right-hand corner.
Step 4: Add Activity Type Details
You'll now be able to give your Activity Type a Description. Ensure this is relevant for your CRM users.
Once happy with the information entered, click 'Create' and your new Activity Type will be available!
