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How Do Activity Types Work in Relationship Settings?

This article explains how Activity Types help standardize how your team logs communication with contacts and organizations. It covers creating new activity types and managing existing ones to ensure consistent activity tracking.

Activity

The Activity tab allows you to define different activity types that track interactions with your contacts or organizations. These can include meetings, calls, or follow-ups — helping your team log communication efficiently.

Examples of activity types include: Appointment, Phone Call, Follow-Up, Lunch and Learn, or Send Letter.


To add a new activity type:

  1. Click the Add (+) button in the top-right corner.
  2. Enter the Name of the activity.

 

      3. Click Save.

You can also edit, enable, or disable activity types as needed.