Creating Activities and Activity Lists

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Discover how to create an activity and an activity list to effectively record interactions.


Creating an Activity

Now, I’ll show you how to Create an Activity

Tips for Creating Activities

Click on each of the icons to get tips on the following: an Appointment Activity, a Task Activity, an Email Activity, and using the phone call feature.​

Activity List

An activity list is a grouping of activities of a certain type. New activities can be created while adding accounts into an activity list.  

The Activity List feature of Activity Management allows you to do the following:  

  • Determine the type of activities created
  • Select multiple items and add accounts or contacts to create activities automatically
  • Schedule or assign generated/uploaded activities
  • Assign/re-assign owner to activities in the list

You can also maintain contracts as a follow-up or related item for an activity or visit.  

Calendar View

Click on each icon to learn more about the Calendar View features.

Successful Customer Relationship Lifecycle

Click on each icon to learn how activities follow customers throughout the sales cycle.

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