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Activity Categories

Maria Herrell
Updated 1 month ago

Activity Categories allow you to classify your activities to make tracking even easier! Popular activity categories include phone calls, emails, meetings, competitor, and deal background.

The Email category is a system category that cannot be removed or deleted from your activity list, which is why it will not appear on your list of activity categories. It will help you automatically track all the emails you send to your customers and BCC to your account. Learn more about how Pipeline works with your email here.

The names of your activity categories are listed on the left (1). Using the icons on the right (2) you can edit or delete activity categories. Click on the edit icon (which looks like a pencil and paper) to edit a category's name, and click on the delete icon (which looks like a garbage can) to delete a category. Click on + Add Activity Category near the top of the page to add a new category to the system.

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