Create New Activity

From the Context Menu, you can directly add a Task and an Appointment.


You can add the activities that are enabled from the CRM backend. By clicking on the Create New Activity, “Create Activity” popup will appear. [1]


By clicking on the Add Task or the Add Appointment, the popup will appear to select the required details to add Task or Appointment. [2]


Similarly, you can perform the actions for other options from the Context Menu. [3]



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