Activities allow you to record reminders and events in your Holded Calendar.
You can create them for yourself and invite others, as well as link them to CRM Opportunities and link them to a contact to appear in their history.
Create activities
1. From Activities
Go to Sales>Activities
Click on New Activity
Fill in the fields
Click on Create
By default, the activity types will always be Meeting, Call, Flight, Lunch or Dinner . You can customise them or include more types from Configuration>CRM>Preferences.
2. From Calendar
Select Calendar from the Menu
Click on + New Activity on the top right hand side
Fill in the fields
3. From Opportunities
Go to Sales > Sales Funnel
Select your funnel
From the tab, click on Create New and Activity
Fill in the fields
Click on Create
Actions available in an activity
Create email alerts
You can create reminders that will be sent by email along with an accompanying note. Notifications will be sent automatically based on the time options you select.
Share an activity
Depending on whether or not the person you invite is a user of your Holded account, you can either assign them an activity or, if they are an external user, invite them. For those users with an assigned activity, the event will appear in My Shared Events in their Holded Calendar.
Add an Opportunity
Assign your activity to an existing opportunity or create a new one.
Link a contact
Link the activity to a customer or supplier.