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How to set custom activity types?

Giedre -

You can add different types of activities to see them on your calendar or contact card. You can add task types, or some reminders like b-days to follow up.

The basic types of activities are already added, but you can customize them. Follow these steps: 

1. Go to Settings > Calendar > Activity types.

2. Click "Create new" button.

 

calendar-activity-types-teamgate.png 

3. Chose an icon and enter activity type name

 

select-activity-type-teamgate.png

 

When You have done your customizing process, You will also be able to see the new activity type in the Insights > Sales activities > Activity goals.

Now, just try to plan your new activity at the Organizer/ Leads/ Deals/ Companies or People.

 

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