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Key Takeaways:

  • To Locate: Select: Admin > Team Settings > Activities

  • There are two types of Activities, Pre-loaded (or basic) and Custom

    • All Activities can be checked or un-checked to make them active or inactive for the team.

    • All Activities can be locked or un-locked. A locked activity will be viewable on the dashboard, but cannot be recorded by an agent.

    • All Activities can be sorted by dragging and dropping individual activities into the desired order.

    • All Activities (active) can be viewed on the dashboard at the Team or Agent Levels.

  • Pre-loaded (basic) activities are already present when first accessing Activities.

    • The basic activity 'Conversations' is the only field which is fixed and will always be viewable on the dashboard.

    • Pre-loaded (basic) activities cannot be renamed or deleted.

  • Custom Activities can be created by selecting 'Add Custom Team Activity' on the top of the screen and choosing a name for the Activity label.

    • Custom Activities can be re-labeled after creation by selecting the pencil tool

    • Custom Activities can be deleted by selecting the trash can tool

  • *IMPORTANT*: Any changes made on the Activities screen will not take effect until "Submit" is selected. (Located at the bottom of the activities list)

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