How to View, Configure activities for your Leads and Companies

You can view and  configure activities  from within your admin settings  page. 

NOTE:

Activities can be configured  by a  user, if  user is assigned with role [ADMIN]

In activities section, you can configure activities (such as fieldvisit, calls, and meetings), you can add a task that has been finished or is going to be accomplished in future, task can be a field visit, making a call or a meeting.

• You can view the activities section in admin settings page.

View an Activity Configuration Details:

• Click on the Activity Configurations card.

• By default, you will see three activity configurations done for Field visit, Calls, and Meetings. You can add a custom configuration for a respective activity, by clicking on the add button.

• Click on the ‘>’ symbol present in the respective row of the activation configuration, or click on row, to view the configuration details.
• You would see a screen like mentioned below,with respective configured data.

Add an activity Configuration

• Click on the add button, present in the top right side of the activities configuration screen.

• You would be directed to an activity configure page(similar to screen given below).

• You can add different constraints, such as adding different initiators, you can configure who can be the participants and configure details like adding a form, which is  filled after the activity is finished.
• Forms, that are shown in the dropdown, is the list of forms that you can create in forms, which is present in  CRM Modules and Automations section.