How do I add activities in OfficeGX CRM?

To add activities in the Clientify app, follow these steps:

1. Login to officegx.com with your administrator credentials or with a user account that has access to the Clientify app.
2. From the left-hand menu, go to:
   ➤ Customers → Activities
3. Click on Add New Activity.
    o A dialog box will appear asking you to select an entity.
   o Select Lead, Contact, Account, or Opportunity.
    o The related dropdown will load based on your selection.
   o Choose the respective record and click Submit.
4. A new page will open to add activity details:
   o Title – Enter the subject of the activity.
   o Information – Add relevant notes or details.
   o Activity Type – Select Call or Email.
   o Activity Status – Choose Open or Close.
   o Is Follow-up Required – Select Yes or No.
     - If Yes, select the Follow-up Date.
5. Click Save to create the activity.
6. Activities can also be added directly from a respective Lead, Account, Contact, or Opportunity by editing the record.
7. If any marketing email is sent from the Compose Email Template for a respective Lead, Account, Contact, or Opportunity, the system will automatically add an activity record.