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RishabhYogi-Webkul committed Jun 14, 2024
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<script>
(function() {
var script = document.createElement('script');
script.innerHTML = 'window.chatbotConfig = { url: "https://ask.bagisto.com:5001/chat", logoUrl: "https://demo.krayincrm.com/logo.png" };';
script.innerHTML = 'window.chatbotConfig = { url: "https://ask.bagisto.com:5001/chat", logoUrl: "https://docs.krayincrm.com/logoBot.png" };';
document.head.appendChild(script);
})();
</script>
<script src="https://vikastiwari-webkul.github.io/ai-chatbot/chatbot.js" async="true"></script>
<meta name="description" content="Krayin Developer Portal">

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Home
</a></div> <a href="https://github.com/krayin/laravel-crm" target="_blank" rel="noopener noreferrer" class="repo-link">
Contribute to Krayin
<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> <div class="nav-item"></div></nav> <ul class="sidebar-links"><li><a href="/2.0/introduction/introductions.html" class="sidebar-link">Introduction</a></li><li><a href="/2.0/lead/leads.html" class="sidebar-link">Leads</a></li><li><a href="/2.0/quote/quotes.html" class="sidebar-link">Quotes</a></li><li><a href="/2.0/mail/mails.html" class="sidebar-link">Mails</a></li><li><a href="/2.0/activity/activities.html" aria-current="page" class="active sidebar-link">Activities</a><ul class="sidebar-sub-headers"></ul></li><li><a href="/2.0/contact/contacts.html" class="sidebar-link">Contacts</a></li><li><a href="/2.0/product/products.html" class="sidebar-link">Products</a></li><li><section class="sidebar-group collapsable depth-0"><a href="/2.0/settings" class="sidebar-heading clickable"><span>Settings</span> <span class="arrow right"></span></a> <!----></section></li><li><a href="/2.0/configure/configuration.html" class="sidebar-link">Configuration</a></li></ul> </aside> <main class="page"> <div class="theme-default-content content__default"><h1 id="activities"><a href="#activities" class="header-anchor">#</a> Activities</h1> <p><strong>Activities</strong> typically refer to any interactions, tasks, or events associated with managing relationships with customers or prospects. These activities can include various actions by sales, marketing, and customer service teams to engage with customers, nurture leads, and support ongoing relationships.</p> <p>There are by default 3 Activities present in Krayin CRM.</p> <ol><li><p>Lunch</p></li> <li><p>Call</p></li> <li><p>Meeting</p></li></ol> <h3 id="to-create-an-activity-follow-the-below-steps"><a href="#to-create-an-activity-follow-the-below-steps" class="header-anchor">#</a> To create an Activity follow the below steps.</h3> <p><strong>Step-1</strong> Go to admin panel click on <strong>Leads &gt;&gt; Open Lead &gt;&gt; Click on Activity</strong> and add the details listed below.</p> <p><strong>1) Title-</strong> Add the title of the activity.</p> <p><strong>2) Type-</strong> Select the type of the meeting from the options <strong>lunch, call, meeting</strong></p> <p><strong>3) Schedule-</strong> Schedule a date for the activity.</p> <p><strong>4) Location-</strong> Add the location for the activity.</p> <p><strong>5) Description-</strong> Add the description of the activity.</p> <p><strong>6) Participants-</strong> Add the participants from the activity.</p> <p>Now click on the <strong>Save</strong> button</p> <p><img src="/assets/img/createActivity.b4dbe33e.png" alt="Create Activity"></p> <p>Now it will be visible where activity is created check the below image.</p> <p><img src="/assets/img/activity.84b9d87d.png" alt="Activity"></p> <p><strong>Step-2</strong> Now a new record is created click on <strong>Activity</strong> to check the record in the activity grid.</p> <p><img src="/assets/img/activityGrid.48c01b3b.png" alt="Activity Grid"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/krayin/laravel-crm-docs/edit/master/docs/2.0/activity/activities.md" target="_blank" rel="noopener noreferrer">Help us improve this page on Github.</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last Updated:</span> <span class="time">6/14/2024, 11:13:55 AM</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev">
<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> <div class="nav-item"></div></nav> <ul class="sidebar-links"><li><a href="/2.0/introduction/introductions.html" class="sidebar-link">Introduction</a></li><li><a href="/2.0/lead/leads.html" class="sidebar-link">Leads</a></li><li><a href="/2.0/quote/quotes.html" class="sidebar-link">Quotes</a></li><li><a href="/2.0/mail/mails.html" class="sidebar-link">Mails</a></li><li><a href="/2.0/activity/activities.html" aria-current="page" class="active sidebar-link">Activities</a><ul class="sidebar-sub-headers"></ul></li><li><a href="/2.0/contact/contacts.html" class="sidebar-link">Contacts</a></li><li><a href="/2.0/product/products.html" class="sidebar-link">Products</a></li><li><section class="sidebar-group collapsable depth-0"><a href="/2.0/settings" class="sidebar-heading clickable"><span>Settings</span> <span class="arrow right"></span></a> <!----></section></li><li><a href="/2.0/configure/configuration.html" class="sidebar-link">Configuration</a></li></ul> </aside> <main class="page"> <div class="theme-default-content content__default"><h1 id="activities"><a href="#activities" class="header-anchor">#</a> Activities</h1> <p><strong>Activities</strong> typically refer to any interactions, tasks, or events associated with managing relationships with customers or prospects. These activities can include various actions by sales, marketing, and customer service teams to engage with customers, nurture leads, and support ongoing relationships.</p> <p>There are by default 3 Activities present in Krayin CRM.</p> <ol><li><p>Lunch</p></li> <li><p>Call</p></li> <li><p>Meeting</p></li></ol> <h3 id="to-create-an-activity-follow-the-below-steps"><a href="#to-create-an-activity-follow-the-below-steps" class="header-anchor">#</a> To create an Activity follow the below steps.</h3> <p><strong>Step-1</strong> Go to admin panel click on <strong>Leads &gt;&gt; Open Lead &gt;&gt; Click on Activity</strong> and add the details listed below.</p> <p><strong>1) Title-</strong> Add the title of the activity.</p> <p><strong>2) Type-</strong> Select the type of the meeting from the options <strong>lunch, call, meeting</strong></p> <p><strong>3) Schedule-</strong> Schedule a date for the activity.</p> <p><strong>4) Location-</strong> Add the location for the activity.</p> <p><strong>5) Description-</strong> Add the description of the activity.</p> <p><strong>6) Participants-</strong> Add the participants from the activity.</p> <p>Now click on the <strong>Save</strong> button</p> <p><img src="/assets/img/createActivity.b4dbe33e.png" alt="Create Activity"></p> <p>Now it will be visible where activity is created check the below image.</p> <p><img src="/assets/img/activity.84b9d87d.png" alt="Activity"></p> <p><strong>Step-2</strong> Now a new record is created click on <strong>Activity</strong> to check the record in the activity grid.</p> <p><img src="/assets/img/activityGrid.48c01b3b.png" alt="Activity Grid"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/krayin/laravel-crm-docs/edit/master/docs/2.0/activity/activities.md" target="_blank" rel="noopener noreferrer">Help us improve this page on Github.</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last Updated:</span> <span class="time">6/14/2024, 11:18:26 AM</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev">
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