Contact Activities Erick Vargas
We want to show you a new feature called contact activities. This allows you to set up structured activities for your team, for business development, or just check in with a contact.
Follow the steps below:
Go to Company Settings under your profile:
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio4535657918e442a46bc819469490c2d27image.png)
2. Select Sales Behaviors:
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio453566348e6aa4436aca084ace3391aa5image.png)
3. Select Contact:
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio45356678553c9742b775f6a4799b20919image.png)
You can also add activities just by clicking the "+" sign:
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio453567226eca2d52ecbb657eefd3a6623image.png)
If you want to check under the contact the Birthday just click under the Birthday tab:
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio45356821351a1c2e20a64aa3cc069b64aimage.png)
Select the date:
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio45356860549032871e41f73aa8c8b94dbimage.png)
You will see the date properly saved:
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio4535689940bfefe3451670b48544da6e3image.png)
3. Then you can go to Dashboard and see that the activity has been created and need to be done:
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio453569766a96dd4b306b852f58319e5c3image.png)
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio453570140e0f078aa7aeda7d0f19f6edeimage.png)
Once the activity is completed you just need to check the box and move on to the next activity:
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio453570553971031960e6c2158f48c7dd0image.png)
That is it!
Feel free to contact us with any other questions!
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