The data table contains a list of all the activity types that are defined in the CRM. Schedulers can view and create activity types via the Skedulo web app–rather than having to find and enter them directly in their CRM.
NoteUsers must have the required CRM permissions to create, view and edit the data table.
View activity type
The data tables can be accessed via the navigation menus (at the top of the console). Click on Manage and select Activity Types from the menu options.
The table lists all activity types defined in the CRM. The following information is available:
Accessing the activity types list via the navigation menus.
Viewing activity types in the data table.
Create a new activity type
Create new activity types directly within the list by clicking on the Create new button at the top-right corner of the list. Complete all required fields highlighted red:
Then click Create.
How to create a new activity type using the data table.
Also, see Create Activity.
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