An activity is an action performed by someone in your company when contacting with customers. Examples include meetings, phone calls, emails, things to be done for a specific task.
Each activity has some unique attributes:
Method 1: Creating an Activity on the Activities page:
To create a new activity, click on the Activities tab and press the New Activity button. Fill in the activity details and save.
Method 2: Creating an Activity on a Record Page:
Go to a record (contact, company, deal, etc.)
Click on the Activities tab under it. Click on the New Activity button.
This works similar to Method 1, but automatically adds the record as a connected item.
Method 3: Adding an Activity to a Note:
This method is useful to create action items from meeting notes.
First write a note and save it.
Then, go to the lower right corner of your note. A "New activity" link will appear. Click on it.
A quick note pop-up will appear. The note and all of its connections will be automatically added to the activity'a connections list.