Add Activity Type
1 - Click into the Client Admin Center.
2 - Click on Settings.
3 - Click on Registrant in the dropdown.
4 - Click on the Activity Types tab.
5 - Click on Add Activity Type.
6 - Under the Activity Type section to the right, enter the Activity Type in the space provided. The red line around the Activity Type field indicates that this field is required.
7 - Leave Disabled with the default of No. If you change this to Yes, the Activity Type will be hidden from a Project Administrator when creating a Sales Process.
8 - If you wish to enter a Description for the Activity Type, enter in the space provided.
9 - Check the appropriate boxes under History Types to associate them to the Activity Type. This is a necessary step in the process as it identifies which History Type will be viewable in the dropdown list when a User is completing the Activity.
10 - Click Save.