All Collections
Contacts
Contact Records
Can I manually add an interaction with a Contact?
Can I manually add an interaction with a Contact?

How to create Custom Activities to record different types of interactions

Gillian Hood avatar
Written by Gillian Hood
Updated over a week ago

Nexl automatically tracks meetings attended and emails sent and received—but what if you want to track a different type of activity?

Learn how to use custom activities to track all of your business development and marketing activities—events attended, newsletter emails received, and more!


1. Go to 'All Contacts' and filter to find the applicable Contacts.

Go to 'All Contacts' and filter to find the applicable Contacts.


2. Select the relevant contact(s) by checking the box next to their name, or use the top checkbox to select all.

Use the top checkbox to select all, or select multiple contacts by checking them one by one.


3. Click 'Log New Activity'

Click 'Log New Activity'


4. Select the type of activity

Select the type of activity


5. And select the specific activity you'd like to create.

If you don't the type of activity you want to create in the dropdown menu, you can create a new menu option by typing the name of the activity and hitting the Return or Enter key.

And select the specific activity you'd like to create.


6. Add any additional details in the 'Description' field.

Add any additional details in the 'Description' field.


7. Add any staff involved, and any additional notes.

Add any staff involved, and any additional notes.


8. Click the 'Save' button.

Click the 'Save' button.


9. You can also add custom activities to Marketing Lists using the same process.

You can also add custom activities to Marketing Lists using the same process.

Did this answer your question?