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title: "CRM > Create Pipeline Activity R12"
canonical: "https://technology.bytangram.com/space/TGKB/713293873/CRM%20%3E%20Create%20Pipeline%20Activity%20R12"
format: markdown
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**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. 

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## 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://bfa7218d-cac1-405a-b520-1b5c94842469)

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## 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://47482ba3-adf1-4008-bd29-74c264922aca)

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## 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://5f8203e0-9be8-4751-afcf-186ec8217fc7)

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## NOTIFICATIONS: CRM ACTIVITIES FOR FOLLOW-UP 

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

![image](media://bd633bc1-1b7b-4c74-84c9-7c0bf83fbee2)

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