Settings: Customizations - Activities
Customizing activities will allow your team to quickly log interactions with prospects and customers with just a few clicks and allow management to generate reports on activity data. In this Activities settings section, you can edit our out-of-the-box activities and create your own activity types to meet the specific needs of your team.
As an Admin, you can customize activities for your team under Settings > Customization > Activities.
Click the three dots to the right of the activity to update any of the existing activities or choose NEW to add to the list.
Adding a New Activity Type
Customizing Activity Fields
You can add custom fields to activities to track additional data under Settings > Customizations > Custom Fields and Entities > Activity.