Activities

🔔 Activities – Tenziv CRM

The Activities feature in Tenziv CRM helps sales teams stay on top of every task, meeting, follow-up, and call. By linking activities to deals, contacts, or companies, you gain a clear, centralized view of all your next steps—ensuring nothing slips through the cracks.

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✨ Key Features at a Glance

• Create, edit, and complete activities from anywhere

• Associate with contacts, companies, and deals

• Schedule reminders and notifications

• Log calls, send emails, create notes—and follow up

• Bulk update or delete multiple records

• Sync with your calendar (Google or Outlook)

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➕ Creating an Activity

You can create activities from:

• The Activities menu

• Any Contact, Company, or Deal profile

• While logging a call, creating a note, or sending an email

From the Activities Menu

1. Go to Activities → Click Create Activity

2. Fill out the form:

   • Title – Clear, descriptive name

   • Activity Type – Meeting, Call, Task, etc.

   • Due Date & Duration

   • Reminder – Get notified in advance

   • Guests – Add internal users or contacts

   • Description – Visible to all participants (added to calendar invites)

   • Owner – Assign to the responsible rep

   • Note – Private info for internal use only

   • Associations – Link to Contacts, Companies, Deals

3. Click Create

✅ When assigning an activity to another user, a notification is automatically sent.

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📎 Create from Record Profiles (Contact, Company, Deal)

1. Open a record (from the index/table view).

2. Go to the Activities tab.

3. Click Add Activity.

4. The record is auto-linked—you can associate more records if needed.

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📞 Create Follow-Up from Call, Note, or Email

When you:

• Log a call

• Send an email

• Create a note
  …you can immediately add a follow-up activity, keeping momentum with your leads and customers.

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✏️ Updating Activities

From the Activities Menu

1. Click Activities

2. Select the activity

3. Update fields as needed

4. Click Save

From a Record Profile

1. Open the associated Contact, Company, or Deal

2. Scroll to the Activities tab

3. Click the ellipsis (⋯) next to the activity → Click Edit

4. Make changes → Save

💡 Quick Tip: Double-click the activity description to edit inline.

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🛠️ Bulk Update Activities

Speed up your workflow by editing multiple activities at once.

1. Go to the Activities table view

2. Select checkboxes next to the activities you want to update

3. Choose Bulk Edit from the action menu

4. For each field:

   • Keep existing value

   • Or replace it with a new value

5. Click Confirm

Great for updating owners, due dates, or types across several records at once.

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🗑️ Deleting Activities

Delete Individually

• Click the trash icon in the Activities table
  or

• Go to a related record → Activities tab → Click ⋯ → Delete

Bulk Delete

1. Select activities from the table

2. Use the action dropdown → Click Delete

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✅ Completing an Activity

You can mark activities as complete in multiple ways:

Via Edit Modal

• Open the activity → Check the box near the title → Save

Bulk Complete

• Select multiple activities from the table

• Use the action dropdown → Click Mark as Completed

Quick Complete

• From the table, check the Complete checkbox

✅ Completed activities will cancel any scheduled reminders.

📌 Filter Tip: Use the “Open Activities” filter to view only pending tasks.

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⏰ Activity Reminders

Never miss an important follow-up.

• Set custom reminders when creating/editing an activity

• For activities without a set time, the system sends reminders based on midnight of the due date

Example:
If the activity is due on July 20, a 30-minute reminder is sent on July 19 at 23:30

Notifications Include:

• 📧 Email

• 🔔 In-app bell notification

Customize Email Template

Go to Settings → Mail Templates → Activity Reminder to tailor the message.

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🔗 Using Associations with Activities

Activities can be linked to:

• Contacts

• Companies

• Deals
  …or any combination of the three.

Why It Matters

When an activity is associated with multiple records:

• It appears in all associated profiles

• Everyone stays aligned, regardless of where they view it

Use Case:
You’re setting a reminder to call a contact about a deal. Associate it with both the Contact and Deal so the activity is visible in both timelines.

By default, up to 3 associated records are shown—but you can associate as many as needed via search.

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🔁 Two-Way Calendar Sync

Tenziv CRM supports real-time sync with:

• Google Calendar

• Outlook Calendar

Sync Behavior

• From CRM to Calendar – Your activities appear as events

• From Calendar to CRM – Calendar events become CRM activities

• Changes on either side sync automatically

Benefits

✅ Never miss a meeting
✅ One unified schedule
✅ Eliminate double entry
✅ Perfect for busy sales teams

🗓 Activities

Keep track of your to-dos, follow-ups, meetings, and calls through the Activities section in Tenziv CRM. Activities can be tied directly to Deals, Contacts, and Companies, ensuring nothing slips through the cracks.

➕ Create Activity

Click “Create Activity” to open the activity creation form. Here’s what you can fill out:

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📝 Basic Details

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👤 Owner

• Automatically set to your user account (e.g., Aron), but you can assign it to another team member.

👥 Guests

• Add any additional users or participants who should be involved in the activity.

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🗒 Description & Notes

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🔗 Associate with Records

Link the activity to the relevant sales records:

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Once saved, the activity will show up in the associated deal/contact/company timeline, keeping your team aligned and on schedule.