Common list: Activity types in Pipeliner CRM

You can create a new activity type within the "Administration".

Activity Types

  • Task Based Activity: is an act of assigning special to-do action. A task activity enables you to track following data: due datepriority and status.
  • Appointment Based Activity: is an act of scheduling a meeting. An appointment activity enables you to track following data: start dateend date and location.

Create a new activity type

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Common lists".
  3. Click on "Activity Types".
  4. Click on the “Create” button.
  5. Configure your activity type according to your preferences and click on the "Save" button.
Note: All Pipeliner users need to synchronize in order to see the changes!


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