CRM & relationships

Schedule a CRM activity

Record calls, meetings, emails or follow-ups in the commercial timeline.

3 min readBased on the installed interface · 5 November 2026Application interface · Romanian

Before you begin

CRM edit permission; customer, lead or opportunity if the activity is linked.

Who it is for: company user with module permission
Where to find it: Activitati CRM

Schedule a CRM activity · Application interface · Romanian

Step by step

Open Activitati CRM

Select the relevant company or account, then open «Activitati CRM».

Choose the activity

Set the type, subject and date.

Add context and ownership

Link the customer, lead or opportunity, select the responsible user and set status.

Schedule it

Select «Planifica».

Review the timeline

Confirm the activity appears with the correct date and commercial context.

Check the result

A planned activity in the CRM timeline.

If something is missing

If editing is disabled, check the active company and your permission for this module. Resolve the validation message shown in the form before submitting again.

Availability depends on your role, enabled modules, country and company configuration.

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