Activity Management

Everything to do with your day-to-day calls, meetings, tasks and notes

How can I create an individual Activity for records in my list, in one go?

If you want to create an individual Activity for each record an entire list of records, for example, you have imported new Leads and wish to create an Initial Call Activity, one Activity for each of the Leads , you would follow these steps; Note ...

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By OpenCRM Online

March 1, 2023

A Video Overview of Activities

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By OpenCRM Online

March 7, 2023

How can an activity be created for multiple users?

There are two main methods of creating an Activity against a single entity; Use the New Activity button in the Activities module, or use the Create  tool in the sidebar and select Activity . Either will take you into the edit screen where you ...

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By OpenCRM Online

March 7, 2023

How do the Next Action fields work? What about the Last Action field? When is it updated? How can I configure which action types update this field? How can I manually update all last action values?

This article covers two different fields: Next Action and Last Action: Next Action fields help track the next pending activity on a Lead, Contact, Company, Opportunity, Project or Helpdesk ticket. Last Action field is a system field on Contacts, C...

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By OpenCRM Online

March 7, 2023

What is activity scoring, and how do I use it?

Activity scoring is a simple way of adding a weighting to the importance of activities and, if desired, having these weightings aggregated on contact, companies and leads in order to gauge how much interaction has occurred between those and yourse...

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By OpenCRM Online

June 23, 2023

How do I set up a recurring Activity? How do I add multiple users to a recurring Activity?

To set up a recurring activity in OpenCRM, simply click the two arrows to the right of the activity date on the edit screen. You are then presented with a screen which should be familiar to anyone who has set up recurring activities in other softw...

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By OpenCRM Online

March 7, 2023

What are Email Plans in OpenCRM? (Overview)

  This FAQ explores the various options for creating and sending emails on a pre-defined schedule. Known as Email Plans in OpenCRM-speak. This FAQ will cover:  Email Plans - an Overview Adding a PDF to your Email Plan Using Email Plans for Events ...

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By OpenCRM Online

February 19, 2024

Using Kanban Board View on Activities, Opportunities and Projects

This feature is currently available on Activities, Opportunities and Projects The Kanban Board view gives you the option to view records on a grid as opposed to a list. Here is a standard list view of Opportunities: Clicking the Opportunity Name t...

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By OpenCRM Online

February 6, 2024