Back to Activities

Add New Activity

Record a customer interaction or sales activity.

Activity Details

Customer *

Product / Subject *

Date *

Due date

Branch / Department

Customer Contact

Status

Select the current status of this activity.

Enquiry
Received

Tote
Planned

Demo
Done

Price
Required

Waiting for
Feedback

Support

Quote
Done

Order
Received

Order
Captured

Sale

No
Sale

Not
Available

Archive
Deferred

Priority & Activity

Set the priority of this activity and choose the activity type.

Urgency

Importance

Activity Type

Choose the main type of activity.

Visit

Customer visit at location

Trial

Product trial or demo

Notes & Attachments

Comments / Next Action

0/1000

Attachments

Click or Drop files here to upload

(File upload not implemented in this demo)

Supported formats: PDF, DOC, DOCX, XLS, XLSX, JPG, PNG (Max 10MB)

Time Spent

How long did you spend on this activity?

Hours

Minutes

Quick select

This duration is used directly in your monthly activity report and calendar calculations, eliminating guesswork.

Assign to Internal Staff

Internal Staff Member

Instruction Note / Task Description

0/500

Additional Options

Quote Value (ZAR / R)

Quote Reference / Number

Sales Order / Quote Source

Order Value (ZAR / R)

Order Number / Sale ION