Insites Docs Instance CRMActivitiesAdding an Activity

Adding an Activity

Last updated on November 27, 2024.

You can log activities you have had with a contact or a company. For example, you can log a call to a certain company and note what the discussion was about, with all of the relevant details such as who was on the call, when it took place, notes, and even upload the recording if you wish.

The table below displays the input requirements for adding an activity to a contact or company:

Input LabelTypeRequiredDescription
Activity Type Dropdown Field Yes

The type of activity you want to associate with the contact. Options include the following:

  • Call
  • Chat
  • Email
  • Event
  • File Note
  • Meeting
  • SMS
  • Other

Adding an activity to a contact

Follow the steps below to add an activity to a contact:

  1. Navigate to the CRM on the main menu.
  2. Select Contacts.
  3. Find the contact to which you want to add an activity and select its View row action link.
  4. Navigate to the 'Activities' tab.
  5. Select ADD ACTIVITY.
  6. Select the activity for your contact on the form.
  7. Fill out the rest of the form for adding an activity to a contact.
  8. Select ADD ACTIVITY.

Adding an activity to a company

Adding an activity to a company is similar to adding one to a contact. Follow the steps below:

  1. Navigate to the CRM from the main menu.
  2. Select Companies.
  3. Find the company to which you want to add an activity and select its View row action link.
  4. Go to the 'Activities' tab.
  5. Select ADD ACTIVITY.
  6. Select the appropriate activity for your company on the form.
  7. Fill out the rest of the form for adding an activity to a company
  8. Select ADD ACTIVITY.

Activity Types

You can log activities with the following types:

  • Call
  • Chat
  • Email
  • Event
  • File Note
  • Meeting
  • SMS
  • Other

Call / Chat / Meeting

The table below displays the field requirements and descriptions for the following activities:

  • Call
  • Chat
  • Meeting
Input LabelTypeRequiredDescription
Start Date and Time DateTime Field No Date and time the activity was initiated.
Duration Input Field No Duration of the activity in minutes.
Related Contacts Dropdown Field No Contacts associated with the activity.
Notes Text Area No Notes about the activity.
Attachments Clickable Area No Attachments related to the activity.

Event

These are the input requirements and descriptions for adding an event:

Input LabelTypeRequiredDescription
Start Date and Time DateTime Field No Date and time the activity was initiated.
End Date and Time DateTime Field No Date and time the activity ended.
Related Contacts Dropdown Field No Contacts associated with the activity.
Notes Text Area No Notes about the activity.
Attachments Clickable Area No Attachments related to the activity.

SMS

The table below displays the input requirements and descriptions for SMS.

Input LabelTypeRequiredDescription
Date/Time DateTime Field No Date and time the SMS was received.
Related Contacts Dropdown Field No Contacts associated with the activity.
Message Text Area No Message contained in the SMS.
Attachments Clickable Area No Attachments related to the activity.

File Notes

The table below displays the input requirements and descriptions for file notes.

Input LabelTypeRequiredDescription
Related Contacts Dropdown Field No Contacts associated with the activity.
Notes Text Area No Notes about the file.
Attachments Clickable Area No Attachments related to the activity.

Emails

The table below displays the field requirements and descriptions for emails.

Input LabelTypeRequiredDescription
Date/Time DateTime Field No Date and time the email was received.
Related Contacts Dropdown Field No Contacts associated with the activity.
SubjectText FieldNoSubject of the email or other activity.
Message Text Area No Message contained in the email.
Attachments Clickable Area No Attachments related to the activity.

Other Activities

The table below displays the field requirements and descriptions for other activities.

Input LabelTypeRequiredDescription
Date/Time DateTime Field No Date and time the activity was started or initiated.
Related Contacts Dropdown Field No Contacts associated with the activity.
SubjectText FieldNoThe subject of the email or other activity.
Notes Text Area No Notes about the activity.
Attachments Clickable Area No Attachments related to the activity.
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