Activities can be used to store details on past or future actions related to Accounts such as arranging meetings, making phone calls or recording issues. Also these can be used to record tasks that relate to a specific Contact, Opportunity, Project, or Campaign.

Create Activities from New Menu

Go to New Menu than select the type of activity you want to create

Creating Activities from specific records

Click the Plus button and select Activity

Activity Details

Start Date/ Due Date – Select using Calendar Icon – if not entered will default to current date & time. Status – Select progress stage from dropdown menu – if not entered will default to “Not Started.” Due Reminder – will create an Alert for the Activity owner which will appear on their Action Centre when the due date/ time is reached. Include on Calendar – tick this box if you would like the activity to be added to your Gold-Vision Calendar Owner – Your main Gold-Vision User who will complete the Activity. If you do not assign an Owner, the Activity creator will automatically be assigned to the Activity.