In Wodify there are five default Activity Types available, so that you may document your correspondence with a lead or client. These default Activity Types are:
- Call
- Meeting
- Other
- Class
To create new Activity Types:
- Go to People > Settings > Activity Type
- Click + New Activity Type
- Label your new Activity Type and click Save
This new Activity Type will now be available when logging activity within an client or lead's profile.
If you need any additional assistance with Activity Types feel free to reach out to us at support@wodify.com or via Priority Live Chat in your admin account (Promote only).
Comments