How to Add a New Activity

Activities are essential for managing your daily business tasks, ensuring you never miss an important follow-up or deadline.

Whether it's a meeting, call, or task, you can schedule activities for yourself or assign them to team members.

Smackdab.ai keeps you organized by sending timely reminders, so your workflow remains smooth and efficient.

Activities can be linked to Contacts, Companies, or Deals, providing better organization and context. Plus, they seamlessly sync with Google Calendar for easy scheduling and management.

Why Use Activities?

✔ Enhance communication tracking – Maintain a record of all customer interactions effortlessly. ✔ Stay organized – Keep tasks aligned with Contacts, Companies, and Deals.

✔ Never miss a deadline – Get timely reminders for scheduled activities.

✔ Sync with Google Calendar – Easily manage your schedule across platforms.

Adding a New Activity in Smackdab CRM

Navigate to "Activities"

Go to the "Activities" section from the main menu to access your list of scheduled tasks.

Click on "New Activity"

From the Activities List View, locate the "New Activity" button in the upper right corner of the page and click on it.

Fill in the Activity Details

When creating a new activity, you will be prompted to enter the following details:

Activity Type (Mandatory)

Choose the type of activity:

Meeting – Schedule a meeting with a contact, company, or team member.
SMS – Log an SMS interaction.
Call – Set up a call or log a past conversation.
Task – Create a to-do item or reminder.

The Activity Type defaults to "Meeting", but this can be changed by selecting the down arrow.

Title (Mandatory)

Enter a custom title to better identify the activity. If left blank, the system will use the default activity type as the title.

Booking Type (Optional)

Define whether the activity is an internal meeting or an external booking. This option is visible only for Meeting Activity Type

Start Date & Time (Mandatory)

Specify when the activity will take place. This ensures proper scheduling and timely reminders.

Duration (Mandatory)

Enter the expected duration in minutes to manage time effectively.

Reminder (Optional)

Set a reminder to receive notifications before the activity begins.

Video Call (Optional)

If the activity involves an online meeting, enable video call integration. You can integrate your video call application or manually add a meeting link.