Add Activities and Notes
Add Activities and Notes
Record a note or activity on a lead so teammates can review what happened and what should happen next.
Open the activity form #
- Open the lead’s Lead Details screen.
- Tap Activity.
- Tap Add Activity.
- Select an activity type when PloverCRM asks you to choose one.
- Complete the activity form.
Image placeholder: Replace this image path with the final New Activity screenshot when it is available.
Enter the activity #
- In Title, enter a short description of the activity.
- In Description, add the relevant notes or context.
- In Date & Time, choose when the activity occurred.
- Choose a follow-up option when it is available:
- No follow-up
- Tomorrow
- In 3 days
- In 1 week
- Tap Add Activity or Save Activity.
Use only the information needed for the CRM record. Avoid adding credentials, payment information, or unrelated private data to a note.
Correct missing information #
PloverCRM can show Title and description are required when the New Activity form is missing either value. Complete both fields and submit again.
When an activity is created from a quick-action flow, PloverCRM can require only the title and allow the description to remain empty. Follow the fields and validation message shown in the current form.
Understand follow-up reminders #
When you choose Tomorrow, In 3 days, or In 1 week, PloverCRM creates a follow-up reminder for the activity. No follow-up saves the activity without creating that reminder.
PloverCRM can show:
- Activity added successfully!
- Activity saved with reminder!
- Activity saved, but reminder failed
What happens next #
The activity appears in the lead’s Activity timeline. If a follow-up was selected, review it in the Reminders tab.
