Add an Activity

You can create a new activity from the Activities hub. When you create an activity, the activity is linked to contacts (both qualified and leads), firms (client and vendor), projects, opportunities, marketing campaigns, employees, and user-defined hubs.

To add a new activity:

1. In the Navigation pane, go to the Hubs section and select Activities.
2. Click + New Activity next to the search field to display the Activity form. This option is available only if you have the access rights that are required to add records.
3. In the Name field on the Overview tab, enter a name for the activity.
4. Enter additional information about the activity, such as a start and end dates, time frame, recurrence, reminder, location, type, priority level, and notes.
5. Click the Files and Links tab to add documents or media files and URLs that are related to the activity. These can include presentations, reports, proposals, or other documentation relevant to the activity.
6. If the activity is completed, click Mark Complete.
7. Click Save.