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Schedule CRM Activity

Schedule CRM Activity

Create, edit, and manage activities (calls, emails, meetings, to-dos) linked to leads or customers.

Activity Fields

  • Activity Type (required) — Select from configured types: Email, Phone Call, Meeting, To-Do, Upload Document, Follow-up, Demo/Presentation, Site Visit. Manage types in Activity Types.
  • Subject (required) — Brief description of the activity
  • Description — Detailed notes or agenda
  • Due Date (required) — Scheduled date
  • Due Time — Time of day (defaults to 09:00)
  • Priority — Normal, Low, Medium, or High
  • Assigned To — User responsible for this activity
  • Entity Type — Link to a Lead, Customer, or None
  • Entity ID — ID of the linked entity

Activity Lifecycle

  1. Planned — Activity is scheduled and pending
  2. Done — Activity has been completed (click Mark Done)
  3. Cancelled — Activity was cancelled (click Cancel)
  4. Overdue — System automatically marks planned activities past their due date as overdue

Actions

  • Save — Create or update the activity
  • Mark Done — Complete the activity, optionally recording an outcome (positive, neutral, negative)
  • Cancel Activity — Cancel the activity
  • Edit / Delete — Only available for planned activities

Activity List

Below the form, a list of recent activities is shown (up to 50 records), filtered by entity type/ID if provided. Columns include: ID, Type, Subject, Due Date, Priority, Status, and Assigned To.

Activity Chaining

Some activity types are configured with chaining. When you complete an activity:

  • Suggest mode — Prompts you to schedule a follow-up activity of the chained type
  • Trigger mode — Automatically creates the follow-up activity with a configured delay (e.g., 3 days after completion)

See Activity Types for chaining configuration.

See Also