---
title: "CRM > Create Pipeline Activity"
canonical: "https://technology.bytangram.com/space/TGKB/1421541434/CRM%20%3E%20Create%20Pipeline%20Activity"
format: markdown
---
**CRM pipeline activities** are tasks, follow-ups or actions to be completed as you pursue a new business opportunity, for example a reminder to send a follow-up call or email. Activities are created against clients and prospects, contacts and/or pipelines. 

| **ON THIS PAGE YOU WILL FIND:** |
| --- |
| > Macro (toc) |

---

## ADD NEW PIPELINE ACTIVITY

- To create a new pipeline activity, go to **my activities ***or ***all activities** > click **add new pipeline** **activity **:convert_pipeline_to_job:  icon and in the pop-up complete the following fields:
  - **Resource:** select a client or prospect from the list
  - **Contact: **select an exisiting contact name or click the** **icon to ‘create new contact’
  - ***Activity type: **select from the available options
  - **Date: **select a date and time** **
  - **Responsible: **the person responsible for the pipeline activity, this will default to your name
  - **Company: **defaults to your company (but if you have access to multiple companies you can select the relevant company here)
  - **Pipeline: **if a related pipeline already exists you can select and add the activity to it here
  - **Activity text:** free text field to add notes or comments
  - **Add to calendar:** if you use calendar synchronisation, check this box to add the activity to your calendar
  - **Done:** check box to mark activity as done
- Click **ok**

> 📝 ***Activity types **are unique to your system and can be created in *Settings > CRM setup*.


![image](media://73f546ac-af51-4ef0-9624-63f566a26700)

---

## ADD NEXT ACTIVITY

- Once you have created a CRM activity, you can also add the next activity, go to **my activities ***or ***all activities** > click the **add next** **activity **:add-next-activity: icon and in the pop-up complete the fields as above, noting the additional fields:
  - Set previous activity to done
  - Set current activity to done
- Click **ok**


![image](media://dcbfa029-9d5d-49c0-bc7e-c8d98ba1edbe)

---

## REVIEW/UPDATE ACTIVITIES

- Go to my activities or all activities to see the list of current activities based on the filter settings
- Select an activity from the list and click **show/hide activity card** :pipeline-activity: icon to review details and update accordingly
- Check the box to mark completed activities as **done**


![image](media://400b6138-e861-4372-8a42-653e439f18e6)

---

## NOTIFICATIONS: CRM ACTIVITIES FOR FOLLOW-UP 

- You will receive reminder notifications to your **WorkBook inbox** when CRM activities are due


![image](media://5076b476-a132-4bfd-a08b-91c692989ffc)

---

### Related articles

> Macro (contentbylabel)