Dictionary for activities

Created: 2018-04-20
Last updated: 2018-04-20

Post view count: 18

If you want to define the type of activities that are used by the system, use the dictionary for activities. 

Thanks to this feature, you will be able to standardize the type of activity on your account, and employees when adding a new activity - will only be able to choose one of the available options. This will improve creation of activity as well as the interpretation of activities for other co-workers. From now on, instead of writing a full description in the activity title, eg. Meeting with client, your employee will simply be able to choose the appropriate corresponding activity, i.e. Meeting. 

To create your dictionary for activities, navigate to Settings > CRM settings and complete the fields: 



You will see types of activity eg. while adding activity to a client or a deal.


 


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