Setting a Default Activity Form
Ian Remington avatar
Written by Ian Remington
Updated over a week ago

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!

Did this answer your question?