What are activities in ATZ CRM?

Activities can include tasks, meetings, calls, or events used to organize schedules and follow-ups.

Can I assign recruiters to an activity?

Yes. When creating an activity, select the recruiters responsible for it.

Can edited activities appear in the calendar?

Yes. Saved activities appear in the ATZ CRM calendar.

Activity Ops

Add or Edit Activities in ATZ CRM

Create and update activities in ATZ CRM for tasks, meetings, calls, events, deadlines, attendees, assigned recruiters, notes, and calendar tracking.

Quick Answer

To add an activity in ATZ CRM, open Activities, click Add Activity, enter title, date, time, recruiters, attendees, location or description, then save. To edit an activity, open it from the activity list, update the fields, and save changes.

Activities help teams organize schedules, track deadlines, manage calls or meetings, and avoid missing important candidate or client follow-ups.

Quick Answer

Open Activities, click Add Activity, enter the activity details, and save. To edit, open the activity from the list, update the fields, and save changes.

Step 1: Open Activities

Navigate to the Activities tab in ATZ CRM and click Add Activity.

Add Activity button in ATZ CRM

Step 2: Create the Activity

Enter:

Activity title.
Date and time.
Assigned recruiters.
Attendee email addresses.
Location, description, or attachments.

Create activity form in ATZ CRM

Step 3: Save the Activity

Click Add to save the activity. The activity appears in the ATZ CRM calendar.

Edit an Activity

Open the activity by clicking its name or selecting it from the activity list.

Open activity details for editing

Update details such as title, date, time, description, or associated contact, then save changes.

Use Cases

Interview Scheduling

Create activities for interviews and assign recruiters or attendees.

Follow-Up Tasks

Schedule follow-up reminders for candidates, clients, or internal team members.

Client Meetings

Track meetings and outcomes in one CRM calendar.

Troubleshooting

Activity Does Not Appear in Calendar

Confirm the activity was saved and has a valid date and time.

Attendee Did Not Receive Details

Check the attendee email address and calendar integration status.

Wrong Activity Type Is Missing

Create or update custom activity types if your workflow needs more categories.

FAQs

Can I add attachments?

Yes. Add supporting details or attachments while creating the activity.

Can I add Google Meet links?

Yes. Use the Google Meet integration when creating or editing an activity.

Can activities be customized?

Yes. Use custom activity types and templates for consistent activity tracking.

Need help?

Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

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