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CRM Activity Types
Activity Types
Define the categories of activities available in the CRM, including icons, default behaviors, and activity chaining for automated follow-ups.
Fields
- Type Name (required) — Activity type name (e.g., Phone Call, Meeting, Email)
- Category — Classification: Call, Email, Meeting, To-Do, or Upload Document
- Icon — FontAwesome icon class (e.g.,
fa-phone,fa-envelope,fa-calendar) - Chaining — Follow-up behavior when this activity is completed:
- None — No automatic follow-up
- Suggest — Suggest a follow-up activity (user can accept or dismiss)
- Trigger — Automatically create the follow-up activity
- Chain to Activity Type — Which activity type the follow-up should be (shown when chaining is Suggest or Trigger)
- Schedule Days — Number of days from completion to schedule the follow-up
- Schedule Type — After completion or Before deadline
- Active — Enable or disable
Default Activity Types
| Type | Category | Icon | Chaining |
|---|---|---|---|
| fa-envelope | None | ||
| Phone Call | call | fa-phone | Suggest (Follow-up in 3 days) |
| Meeting | meeting | fa-calendar | None |
| To-Do | todo | fa-check | None |
| Upload Document | upload | fa-upload | None |
| Follow-up | todo | fa-redo | None |
| Demo/Presentation | meeting | fa-desktop | None |
| Site Visit | meeting | fa-building | None |
Chaining Example
When Phone Call is completed, the system suggests creating a Follow-up activity scheduled 3 days after the call. This ensures salespeople consistently follow up with prospects.
Validation
- Type name is required
- Cannot delete a type referenced by existing activities
See Also
- Schedule Activity — Create activities
- Activity Plans — Pre-configured sequences
- Activity Inquiry — Activity list