Creating external asset types and activity types

Create external asset types an activity types for the external activities that you want to track. Later, you can upload the external activities for contacts. See Uploading external activities

Note: You should update your response rules as you create new external activities. Learn more about response rules.

To create external activities:

  1. Click Settings An image of the Settings menu icon, which is represented by a black cog..
  2. Click External Activities in the Database Setup section.
  3. Click the An image of the Add button. in the lower-left corner of the window to add a new external asset type.

    An image of the Add button in the left panel.

  4. Type a name for the asset type in the External Asset Type field. For example, Tradeshow.
  5. If you want to associate an image with the asset type, click the Image Icon check box and choose the image from the component library.
  6. Click Add An image of the Add button. in the right pane to add the activities that contacts will perform for this asset type. For example, Viewed a Demo.

    An image of the Add button in the right panel.

  7. Click Save.

Learn more

Uploading external activities

Editing external assets and activities