Activity

Article • 5/21/2026 • 4 min read

Activities are the single, individual tasks that need to be performed by your company’s representatives for improving your business productivity. Examples of Activities include a meeting, a product demonstration, sending an email and making a telephone call. You can record the occurrences, add notes, attachments, schedule future tasks using activities.

You can schedule activities that are related to companies, contacts, opportunities and cases. The added activities appear on your To Do list and Calendar Dashboard until they are completed and saved with a Result code.

Activity Drawer View Interface

Activities are displayed on your To-Do list or any related entities, for example. Company Main View > Recent Activities. You can also search activities from Navigation menu > Activities.

Selection of one activity from the tile list will open up the Edit Activity card. User can view and enter relevant activity information.

Activity Fields

The default activity fields have been described in the following table:

General

Field	Description
Action	Describes the kind of interactions such as email, meeting, phone call, and more. Action records are defined in Setup > Codes > Activity.
Result	Describes how the Action was completed, such as sent, left message, or completed.These are linked to the various Actions accordingly. Results are used to trigger the removal of the Activity from the To-Do list.Result records are defined in Setup > Codes > Activity.
Priority	Denotes the priority associated with an activity.

Participants

Field	Description
Contacts	You can enter the contact or select from the contacts for whom the activity is to be associated.
Companies	You can enter the company name or select from the companies list for which the activity is to be associated.
Representatives	You can search and select the representative for whom the activity is to be assigned.
Opportunity	Opportunities allow you to coordinate sales forecasting, relationship building and sales methodologies. Lookup available.
Cases	Allows you to track the issues that requires customer service or technical support. You can also link a case if the activity is related to that case.

Other

Field	Description
Campaign	It is a series of actions taken to market a new/existing product or service to a targeted group
Source	Indicates the type of approach used to attract business, For example Website, Tradeshow, Billboard.
Events	Display the events the current activity is associated to. Refer Marketing chapter for more details.

Activity Options

Sync with Outlook

Synchronize the current activity to your Outlook appointments.

Refer Outlook Add In for more details
Email Activity

Send out an email with activity details.
Design Control

This option can be used to customize the screen.

Create a New Activity

To add a New Activity record, you can choose one of the following options.

From the Contacts quick search > Contacts drawer > New Activity (the Clock icon). This is the most preferred method as Contacts are strongly linked with the activity and automatically populates the contact/company information.
From the Contacts main view, Recent Activity panel > Options > New. This is the next preferred method to add a new activity for the reason of automatic population of fields and association with contacts.
From the Activity quick search, click New Activity (+) icon to add an activity record .
From the Daily Planner dashboard, To Do’s > Options > New, or Today’s Schedule > New Activity button.
From the Calendar dashboard, click a date/time to New Activity.

Following example illustrates the creation of New Activity from the Contacts quick search heading to Contact drawer

Run a Contact quick search. Select the specific contact from the search results. You will be directed to the Contact drawer.
Click New Activity(the clock icon) from common functions menu bar. The edit drawer displays, enter the Action field which is required, all remaining fields are optional.
The New Activity edit drawer has several individual panels/groupboxes where you enter details regarding the new activity. Use the expand and collapse icons to see more groupbox options.
If needed, click Add in Attachments groupbox to add attachments to the activity, these could include emails, documents, images, and more.

Delete an Activity

An activity can be deleted by opening it and pressing the Delete button in the Edit activity window.

To batch delete activities, go to Activity list page (from Activity quick search, or from the History or To-Do’s tab under Company/Contact entity). Toggle on the checkboxes and click Options > Delete. A confirmation prompts, and by selecting Yes , the activities are deleted.

Complete an Activity

To complete an activity, choose an option from the Result field and select Ok to save and close the window. When an activity is completed, it will not be displayed under any of the Activity graphs or on current to do lists.

Best Practice

Every time a sales rep makes a call, it’s best practice to create an activity to log that call. This will ensure the record of every interaction with the contact and provide a clear picture of the sales progress from the beginning. It also keeps the track of your own activities, events and notes which could help in delegating the job to another person in your organization, if required.