Creating a New Activity Type

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In Wodify there are four default Activity Types so that you may document your correspondence with a lead or client. These default Activity Types are:

  • Call
  • Email
  • Meeting
  • Other

To create new Activity Types:

  1. Go to People > Settings > Activity Type
  2. Click + New Activity Type
  3. 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.

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