Create activity from email

Audience:
person
• 2 minutes to read
 • 2 minutes to read

If you receive an email requesting you to take action, you can convert the email into a follow-up in SuperOffice CRM.

Steps

  1. Select the emails you want to archive.

  2. Click the Archive email button on the toolbar, and select Create activity.

  3. If the sender of the email is not listed in SuperOffice CRM, a warning will appear at the top of the dialog. How to handle unlisted senders

  4. In the Company field, start typing to search for a company and select from the matches.

  5. In the Contact field, select a contact from the selected company, or start typing to search.

  6. Optionally, select a project and/or sale that you want to link the follow-up to.

  7. Use the Type dropdown menu to select a follow-up type.

  8. Click to select a Date and enter a Time of day. Today's date is automatically inserted, but can be changed.

  9. In the Visible for field, click the arrow next to the field. From the list, choose if the activity should be visible to all users, private (visible only to the user defined as owner), or visible to all users in the user group that the owner belongs to.

    Note

    The Visible for field is available only if this right is assigned to you in Settings and maintenance.

  10. In the Description field, the email subject and body are automatically inserted. Edit the text as needed.

  11. Check the Remove from inbox box to remove the email from the inbox and move it to the Deleted items folder after it is successfully archived.

  12. Click OK. The selected emails are archived to SuperOffice CRM as meetings.

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