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Setting a Default Activity Form

Written by Crelate Support

Crelate allows the ability to set an activity form by default each time you log an activity. To enable this option navigate to Settings | Activities and then select your activity. Next scroll down to the Default Activity Form area to include a default form. You may also make the completion of the form required by selecting the check-box below.

What's Next?

Want to learn more about activity forms and their use? Or, while in this settings area, considering setting an automated follow-up activity. Check out our content below!

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