Prerequisites / who this applies to
Available on: All plans
Access required: Company Admin
Step-by-step instructions
Open Activity Types
Click Manage in the bottom‑left corner.
Under Company, click Activity Types.
Create a new activity type
In the Activity Types view, click + New type in the top‑left corner.
In the form on the right, fill in:
Name – for example Sales KPI, Meetings, Calls.
Color – pick a color to help you recognize this type.
Icon – choose an icon that matches the type.
Click + Create activity type to save.
(Optional) Use a template
Instead of starting from scratch, you can click Browse our templates.
Choose a template that fits your use case and adjust it to your KPIs.
Customize fields for the activity type
After creating the type, click the settings cog next to it in the left list.
In the Fields tab, turn on the number, text, date and dropdown fields you want (for example Quantity, Value, Customer, Previous competitor).
Use the other tabs (Textual presentation, Advanced) if needed.
Changes are saved automatically.
Your new activity type is now ready, and you can start creating activities and reports that belong to this type.
What if this doesn’t work?
I don’t see “Activity Types” under Manage
You need Company Admin access to manage activity types. Ask an admin to update your role or create the type for you.
I created a new activity type but can’t select it when logging reports
Make sure the activity type has at least one activity configured and that the report form is configured to use that type. Check the type’s fields and activities in Activity Types.
The fields I need (e.g. Value, Customer) are missing when I log a report
Open the activity type, click the settings cog, and enable the required fields under Fields. Only active fields appear in forms and widgets.
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