Set activities and appointments for reporting and helping users organise their work. 

This article covers:

• How to create an activity
• How to create an appointment
• How to merge activity or appointment types

How to create an activity

1. Go to Settings → CRM → Activity and Appointment types:
   
   
   
   
2. Click New Activity type:
   
   
   
   
3. Enter the Name.
4. Click Default if you want this activity type to be pre-selected for newly created activities.
5. Click Outcome if you want the activity to require an outcome (here's when it's a great idea)
6. Select Save.

How to create an appointment

To create a new appointment type, complete the following steps:

1. Go to Settings → CRM → Activity and Appointment types:
   
   
2. Click New Appointment type:
   
   
   
   
3. Enter the Name
4. Click the colour's hex code to choose which colour you want the appointment to be on your calendar:
   
   
   
   
5. Want the appointment to be the default appointment choice? Tick the Default box
6. Want the appointment to be the first appointment in your Sales board? Tick the First box:
   
   
   
   
7. If the appointment type should only be available to some users, select the role under Restricted to Role.
8. Select Save.

How to merge activity or appointment types

1. Go to Settings → CRM → Activity and Appointment types:
   
   
   
   
2. Click Merge activity/appointment types:
   
   
   
   
3. Click the Type 1 and Type 2 dropdown list to choose the activity/appointment you want to merge:
   
   
   
   
4. Enter a name for the New activity/appointment type name:
   
   
   
   
5. Click Merge activity/appointment types:
   
   
   
   
6. Activities/appointments previously assigned to Type 1 or Type 2 will automatically be changed to the new type.

Activities and appointments can't be deleted