Create activity

Journey step that creates an Activity on the matching contact in SuperOffice.

Create activity step settings panel

Settings

Activity type: Sets the activity type. Choose from the available activity types in your connected SuperOffice account.

Activity description in SuperOffice: A description for the activity. Type @ to insert personalized merge fields. The description also appears in the Text column of the Activity tab on Contacts and Companies in SuperOffice.

Set activity as completed in SuperOffice: Toggle whether the activity is created as completed. An uncompleted activity is more visible to the assigned SuperOffice user.

Assign Activity: Assign the activity to a specific SuperOffice user, or use the dynamic Our contact option. Our contact is the user assigned to the contact's company under the Our contact field on the SuperOffice company card.

Place Activity in a SuperOffice project: Assign a project to add both the activity and the contact to a SuperOffice project of your choice.