CRM · Follow-up

How to create, edit, and complete CRM activities

Create activities from the calendar or a contact, review them, and update them until complete.

CRM menu for creating and managing activities

Published on October 16, 2026

An activity records future work with a date and, when relevant, an owner. Create one from the calendar, the prospects list, or a contact record. When you start from a contact, CRM links the activity to that record so you can find it there later.

Choose the type first

What needs to happen next: remember something, call, meet, visit a location, or complete a task?

Which activity type should you choose?

Type	Choose it when…	Example
Reminder	You need to remember a specific action that does not require a meeting.	Check on Friday whether the contact received the quote.
Call	The next step is a phone conversation with the contact.	Call Thursday to answer questions about the proposal.
Appointment	You agreed on a meeting date and time.	Give a product demo Tuesday at 11:00.
Visit	The activity requires going to a location or receiving the contact.	Visit the office to show the product to the team.
Task	Someone needs to complete work and it helps to name the owner.	Prepare a revised proposal before Thursday.

A call schedules a future conversation; call follow-up records what happened afterward. A task clarifies the work and owner. An appointment reserves a meeting time; a visit adds location context.

Calendar New menu with five activity types — Open New on the calendar and choose Reminder, Appointment, Call, Visit, or Task.

Create one from the prospects list

Find the prospect and open its actions menu (three dots).
Select Create activity.
Choose a type and complete the form. CRM links it to the selected contact.

Prospect actions menu with Create activity — The row menu starts an activity without opening the contact record.

Create one from a contact record

Open the contact record and scroll to Activities.
Select Create activity and choose one of the five types.
Complete the subject, date, and time. CRM already links the activity to that contact.

Contact Activities section with Create activity menu open — The record offers the same types and keeps the contact linked.

You can also open Calendar ? New. In that case, link the contact in the form when appropriate. Write an action-focused subject and add a short description with the context needed to prepare.

Find, edit, or complete an activity

The contact record’s Activities section lists related items with their date and subject. Open an activity menu to edit it, mark it complete, or delete it. You can also find it on the calendar and filter by type or status.

Contact Activities section with a saved activity — The record shows the date, subject, and menu for managing the activity.

Edit an activity if the date, owner, or plan changes. Mark it complete after doing the work. If it is still open even though it is overdue, reschedule or update it instead of closing it.

Confirmation to mark an activity complete — Confirm the action is done before completing the activity.

Reservations

Reservations are a separate feature. Creation depends on access being enabled for the company and your user.