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Configuring activity templates

Use activity templates to define specific types of tasks, schedule items, and call records in NexJ CRM. For example, to create a reminder to follow up with a client, users add the Follow Up task in the My Tasks tab in the Home workspace. NexJ CRM uses the Follow Up activity template to create the task.

 A call record is an internal record documenting an interaction with a contact or lead.

To configure an activity template, specify the details, attachments, and statuses for the activity that the template creates. Activity templates also predefine relevant information for activities. For example, to configure the Site Tour schedule item to include a non-disclosure agreement that attendees fill our at the beginning of the tour, add the agreement as an attachment to the Site Tour activity template.

Configure activity templates in the Activity Templates tab on the Document Codes page.