In order to update Company information you must have the authority to do so, (To allow a user this authority, add "Administrator" permission to a user profile). .
From the Company Admin Screen, you can edit your Activity Types by pressing on the "Edit Activity Types" button.
Activity Types: The CRM provides a default list of activity types that cannot be edited, however you can add additional types to suit your company needs.
*Note: The default Activity Types that cannot be deleted are grayed out (Call, Email, Meeting). There are also system generated activities (PO Created, PO Opened, PO Closed, Quote/Contract Created, Quote/Contract Sold, Quote/Contract Cancelled, Quote/Contract Declined, Quote/Contract Expired, Quote/Contract Suspended), which are grayed out and cannot be deleted.
To add a new Activity Type, press the "+Activity Type" button. A new line will appear for you to enter the name of your new Activity Type. Remember to press the "Update Activity Types" button to save.
When deleting an Activity Type, you will be asked to confirm your deletion.
*Activity types will appear in a drop-down list when creating a new activity.
When viewing your Activity List you can easily identify the type of activity performed for each client. You can create Activities on behalf of a client or for personal use.
