First, define and create a new "activity type" in order to start tracking a new type of activity.
Required User Privileges: Company Administrator
Note that an activity (i.e deal won) always belongs to one (and one only) of your activity types:
Examples of Activity types:
Sales
Pipeline (from CRM)
Activities
Meetings
Calls
The first step is to click on Manage at the bottom left corner of SalesScreen. A menu will pop up, where you can proceed to click on Activity Types:
Once in the Activity Types view, click + New Type in the top left corner to create your activity types.
Enter a Name, choose a color and icon, and click + Create Activity Type.
You can also choose one of our templates by clicking Browse our templates
Once you have created your activity types, you will be presented the option to customize and edit each activity type.
You can do this by clicking the settings icon next your activity type. Click here to learn more about Manage your Activities.
