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Add and delete activities

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Add and delete activities

Activities can be logged against accounts, contacts and leads. Activities can be created from within CRM or Analytics and can be set as part of a campaign.

See the View and edit activities page to learn about the activity types.

Add an activity

The process for adding an activity (business note, phone log, task or meeting) is the same for accounts, contacts and leads. The general steps are:

  1. Open the account, contact or lead record and click the applicable activity button in the top right corner.

  2. Enter the activity details and click Save.

Expand the sections below for more information and examples.

Add a note to a contact

  1. Open the contact record.

  2. Click the Business Note button in the top right corner.

  3. Type the note and click Save.

The note displays in the following locations:

  • Activities screen.

  • Activities tab on the the relevant contact record.

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