Working with activity & appointment types – Upsales Help Centre

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

This article covers:

How to create an activity

Click Settings → CRM → Activity and Appointment types:
Click New Activity type:
Enter the Name.
Click Default if you want this activity type to be pre-selected for newly created activities.
Click Outcome if you want the activity to require an outcome
Select Save.

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

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

Go to Settings → CRM → Activity and Appointment types:
Click Merge activity/appointment types:
Click the Type 1 and Type 2 dropdown list to choose the activity/appointment you want to merge:
Enter a name for the New activity/appointment type name:
Click Merge activity/appointment types:
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