Add an activity

You add an activity from the Activities page in the sidebar.

1. 1Open Activities from the sidebar.
2. 2Click Add Activity in the top right of the page.
3. 3Choose the Type — a call, a meeting, a task, and so on.
4. 4Give it a headline that says what needs doing, so the list is readable at a glance. "Call about renewal pricing" beats "Follow up".
5. 5Set the deadline date. Without one the activity never appears in the time filters, which is where most people work from.
6. 6Set the Assigned User if it is not for you.
7. 7Link it to the customer, contact, lead, or opportunity it belongs to.
8. 8Save.

Adding it from the record is usually better. Open the customer or opportunity first and create the activity from there — the link is then filled in for you, and the activity lands on that record's timeline immediately. An activity with no record attached is easy to lose.

To set the next follow-up on an activity that already exists, use Set Follow-up from the menu at the end of its row rather than creating a second activity.