DEALERSIP User Manual

Activity Types define the kind of interaction or engagement you have with a lead or contact in your CRM system. These include common types like Call, Email, Task, and Appointment. Classifying activities helps in tracking, reporting, and automation based on user interactions.

How to Access Activity Types

1. Go to the sidebar and expand the CRM section.
2. Click on CRM Lists.
3. From the tabs in the top header bar, click on the Activities tab.

How to Add a New Activity Type

1. Click the + Activity button in the top-right corner of the page.
2. A popup titled Add Activity Type will appear.
3. Type the name of the new activity in the Activity Type input box.
4. Click Save to add it to the list.
5. Click Close to cancel without saving.

How to Edit or Delete an Activity Type

• Hover your mouse over an activity type in the list.
• Edit and delete icons will appear on the right side.
• Click the Edit icon to rename the activity type.
• Click the Delete icon to permanently remove the activity (if it’s not system-reserved).

Note: Some entries like None are labeled System Reserved and cannot be edited or deleted. These are essential for fallback/default behaviors in the system.

Usage

Once an activity type is added, it becomes selectable in all CRM areas where activities are created—such as lead follow-ups, tasks, and calendar events. Keeping these types organized improves tracking and reporting efficiency for the entire sales and service team.