Service activity types

Completed

Your organization can create service activity types to define and maintain tasks in a service order. You can define service activities on the Activity type form. To create a service activity type, follow these steps:

  1. Go to Sales and marketing > Setup > Activities > Activity types or Organization administration > Setup > Activities > Activity types.

  2. Select New on the Action Pane.

  3. Enter a name for the activity type in the Type field.

  4. In the Description field, enter a description for the activity type.

  5. Select Save.

    Screenshot of service activity types.