CRM activity setup

Goal

Configure activity types, reminders, and auto follow-up behavior.

Who it is for

Admin with crm.admin.

Preconditions

• Module crm; access to Administration → Settings → Sales & customers → CRM setup.

Steps

1. Open CRM setup → Activity types. Keep system keys call, meeting, email, note, task (non-deletable); add custom types with unique keys.
2. Review calendar flags on types (seed: call/meeting/task create calendar events; email/note do not).
3. Under Options, set reminder minutes, digest preferences, and auto follow-up on stage change (default type often task + days offset).
4. Optionally use Workflows to create or notify on CRM events.
5. Ensure sales teams / owners are configured so actors and assignment make sense for My Work follow-up.

Result

Logging and automated follow-ups use the tenant’s activity catalog and reminder policy.

Related

• Log an activity
• Lead / pipeline Options