Create, edit or delete activites – Webmecanik

🎯 What are activities used for?

Activities in Webmecanik Pipeline allow you to plan actions with your contacts, your companies, or in connection with your opportunities. It is also the ideal way to keep a history of a discussion or an event.

This way, when these records are shared, any collaborator or manager can instantly immerse themselves in the prospect's or customer's context.

🗂️ Activity types

You can record different types of events for optimal tracking:

📞 A phone call: Enter the date, time, duration of the call, and specify if it is an inbound or outbound call.
🤝 A meeting: Indicate the date, time, and duration.
✉️ An email: Record the date and time, specifying if it is an inbound or outbound email.
📝 A note: Ideal for logging important information, a meeting summary, or a remark.
📁 A file: Perfect for attaching a quote or an invoice.

💡 Tip: Keep in mind that you can fully customize your activity types to fit your business process (check out our dedicated article on this topic).

➕ Create an activity

You can schedule or log an activity from several key places in the application:

From a contact record
From a company record
From an opportunity record

The process is very simple:

Go to the record of the relevant element.
In the upper right part of your screen, choose the type of activity you want to record.
Fill in the content and the various fields. New: In the selection field, you can now link your activity directly to a company (via the building icon), or to a specific contact attached to it.
Optional: If you create the activity from a contact or company record, you can choose which opportunity it refers to. The activity will then be centralized and visible from the opportunity record.
Click on Add to confirm.

✏️ Edit or delete an activity

Do you need to adjust or cancel an action? Here is how to proceed:

From a record (Contact, Company, Opportunity)

Go to the record containing the activity.
Hover over the activity in your activity feed.
Click on the corresponding icon: the pencil to edit or the trash can to delete.
⚠️ Warning: this operation is irreversible. Deleted or overwritten data cannot be recovered.

From the List or Calendar view

📋 List view: In your table, click on the 3 dots at the end of the row to edit or delete an activity.
📅 Calendar view: Simply click on your activity block in the calendar to open the editing window.

📌 Pin an activity

To highlight crucial information within a record:

Go to the record associated with your activity.
Click on the 3 dots located at the end of the row of the relevant activity.
Select Pin.

Your activity will remain pinned at the top of your activity feed! You can perform the exact same operation to unpin the activity at any time.