CURQ Documentation

Activity Types and Activity Plans Configuration

Standardize customer engagement actions, automate follow-up task sequences, configure default due date delays, and streamline commercial workflow execution in CURQ 18.

1. Understanding Activity Types and Activity Plans in CRM

Managing commercial engagements requires structured execution. When salespeople qualify leads and negotiate opportunities, completing timely tasks ensures deals advance smoothly. CURQ provides two complementary tools:

  • Activity Types: Discrete single action items that team members schedule on records (such as Email, Call, Meeting, To Do, or Upload Document). They define the interaction category, automated follow-up suggestions, and default instructions.

  • Activity Plans: Structured multi-step milestone workflows launched with a single click (such as New Lead Qualification Sequence or Onboarding). Rather than scheduling multiple tasks manually, a plan instantly generates a series of scheduled actions with defined deadlines and designated colleagues.

3. Configuring Activity Types

Navigate to CRM > Configuration > Activities > Activity Types to view all configured task categories:

Activity Types list view displaying existing interaction types with due date delays

You can view activity types as a tabular list or switch to the Kanban card layout using the view switcher in the top right:

Activity Types displayed in Kanban card view showing configured task categories

Click New to create an activity type, or click an existing row (such as Upload Document) to adjust settings:

Activity Type configuration form view for Upload Document showing Activity Settings and Next Activity rules

Activity Settings:

  • Name: The title identifying the task (such as Discovery Call, Product Demo, or Upload Document).

  • Action: The system behavior triggered by the activity:

    • None: General task without specialized software behavior.

    • Upload Document: Prompts the user to attach a document file when marking the activity done.

    • Phonecall: Connects with calling features and records call logs.

    • Meeting: Opens the calendar to schedule a formal calendar event.

    • Request Signature: Initiates an electronic signature request.

  • Default User: The team member automatically assigned when scheduling this activity type. Leave empty to assign the deal owner.

  • Default Summary: Default subject line automatically inserted into the activity (such as Discuss proposal).

  • Keep Done: Check this box to keep completed tasks of this type visible in the document history.

  • Default Note: Standard text guidance or checklist points automatically inserted into new activities.

Next Activity Automation:

  • Chaining Type:

    • Suggest Next Activity: Displays recommended follow-up types in the completion dialog (for example: completing a Call suggests an Email or Meeting).

    • Trigger Next Activity: Automatically schedules a mandatory subsequent action immediately upon completion (for example: completing a Demo triggers Send Offer).

  • Due Date Delay: Specify the numerical delay count and unit (such as 5 days) and choose whether the delay starts after the previous deadline or after the completion date.

Click the cloud save icon to save changes.

4. Configuring Activity Plans

Activity plans group multiple activity types into an automated timeline:

Creating a New Plan:

  1. Navigate to CRM > Configuration > Activities > Activity Plans.

  2. Click New at the top of the list view.

Lead Activity Plans list view highlighting the New button

  1. A blank plan creation form opens:

Blank Lead Activity Plan form showing Plan Name, Model, and Activities To Create tab

  1. In the Plan Name field, enter a clear workflow title (such as Onboarding).

  2. Model: Automatically set to Lead/Opportunity within CRM.

  3. Company: Select an operating company in multi-company databases, or leave blank to make the plan available across all companies.

Adding Steps to the Plan:

Under the Activities To Create tab, click Add a line for each scheduled milestone:

  • Activity Type: Select the action to execute (such as To-Do, Call, or Email).

  • Summary: Specify the milestone objective (such as Discuss Purposal).

  • Assignment: Choose whether the task routes automatically or prompts the user (such as Ask at launch).

  • Interval and Unit: Define the schedule offset count and unit (such as 1 days).

  • Trigger: Select whether the delay triggers before or after the plan launch date.

Configured Activity Plan showing Onboarding title and added step in Activities To Create

Drag rows using the left handle icon (six dots) to organize the chronological sequence. Click the cloud save icon to save the plan.

5. Executing Activity Plans on Opportunities

Once configured, salespeople can launch an activity plan directly from any deal:

  1. Navigate to CRM > Sales > My Pipeline.

  2. Open an opportunity form.

  3. In the Chatter panel on the right side, click Activities.

  4. In the scheduling modal, click the Plan dropdown and select the desired plan (such as Onboarding).

  5. Click Schedule. CURQ automatically generates all configured tasks on the opportunity and tracks them across user activity dashboards.

Schedule Activity modal on an opportunity highlighting the Plan dropdown and Schedule button