Log a CRM activity

Goal

Create an open activity linked to a party and/or opportunity.

Who it is for

Clerk with crm.manage.

Preconditions

• Module crm; activity types available (system seeds + custom).
• Party/opportunity IDs must exist when provided.

Steps

1. Open CRM → Work → Activities → New activity (modal), or add from a lead/opportunity timeline.
2. Choose Type (Call, Meeting, Email, Note, Task, or custom).
3. Optionally select Party and Opportunity.
4. Enter Subject (required), Due, and Details (body, max 5000).
5. Save. Status is Open; actor is the current user.

Result

Activity appears on the list/calendar and related record timelines. Next: complete or cancel.

Hard stops

• 422 if subject missing or unknown_activity_type / unknown_opportunity / unknown_party.

Related

• Edit an activity
• Activity troubleshooting