setup activities in centrahubcrm

Activity

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field-description

Fields Description for a New Activity:

Subject

Enter the type of Activity which you are going to perform.

Status

Select the status of the Activity from the drop-down list for updating the status of the activity.

Assigned to

Select the person whom you are going to assign the Activity. In this, the user is created at the backend.

Related to

Select the related modules from the related list.

Start date time

Fill the date and time the Activity is supposped to start.

End date time

Fill the date and time the Activity has been completed.

Contact name

Fill the name of the person whom you are interacting with.

Purpose

Select the purpose of meeting/call or any kind Activity you're performing.

Location

Enter the location where the client called you for a meeting demo.

Description

Enter the purpose of the meeting.

Schedule follow up task

It is used for the follow up of the clients or customers. It can give a reminder or alert as per the scheduled date. If you click on the checkbox schedule follow-up task, the following fields are displayed.

setup schedule activity fields in centrahubcrm
  • 4. Click on the Save and Activity is created.

Note: You have Save and New option to save the current Activity and automatically load a new page to create a new Activity or Cancel to cancel the current Activity creation.

Edit

To edit details regarding the activity.

Delete

To delete the activity.

Clone

To clone the selected campaign and enter the desired details.

Print

You can take a print out of the activity by using the print option.

Tags

Create tags and use these tags anywhere in the module.

Activity Stream

Each and every activity update was recorded for future reference.

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