On some occasions, you may have specific activities for one partner only. You can create these custom activities and sub-activities on the account page.
Check out our step-by-step guide👇
Go to the specific account/partner where you want to add a custom (sub)activity
Click on the objective for which you want to create a custom (sub)activity
Click on '+ Add a custom (sub)activity'
Fill in the description, start and end date, reporting frequency, target, the responsible department/person of the (sub)activity, custom objective fields (due date or no), and edit permissions
Done! 🎉
If you want to add an individual sub-activity, click on the arrows on the left of your objective and activity. Then, select 'Add an individual sub-activity'.
