Zoho CRM Tip: Creating Activities (Tasks, Events and Calls) from the Contacts Tab
The fastest way to create an Activity is from the Quick Links in any tab. It is always best to make related records from within the related record, as this will populate the related record with the related record information for you. Your supervisors want you use all three of the types of Activities and associate them to Leads, Potentials, Contacts and Accounts.
There are three types of Activities:
- ⊛Creating a reminder to set an event. Tasks turn into Events.
Use all three Activity types according to the directions shown below.
- ⊛Create a new Task, Event or Call with the Related List action ‘+ New Task/Event/Call’
Create a Task:
This is what a task looks like in edit mode.
It is best to make the Tasks, Events and Calls from within the Lead, Potential, Contact or Account and not from the Activities module because when you make the Activities from the module you want it related to, CRM auto populates fields like the Lead, Contact and Account Names for you and you do not have to search for them.
Ensure to enter good notes on your Activities. If you cannot save, ensure all required fields, including Description, are filled in.
This is what the Task profile looks like:
As shown above, click on the subject for a dropdown menu to choose from. See the dropdown menu below.
The Contact and Account are auto populated by creating the Call from the Account module.
Create an Event/Meeting:
This is what an Event looks like in edit mode. You have to ‘Add more details’ to see the Description and Account are populated.
You can add Participants to the Meeting/Events and they will be sent an invitation to add the Event to their calendar. Contact and Account are auto populated if you create the Event from inside the Contact.
Creating a Call:
This is what a Call looks like in Edit mode. You can note that the Account and Contact are auto populated if you create the Event from inside the Contact.
Scroll down to see the Call Purpose and Call Agenda
