How to Create Activity Groups

Introduction

In Vymo, grouping multiple, intrinsically linked activities can streamline the workflow. For example, a sequence involving meeting a lead followed by updating the lead record can be bundled into a single activity group. It's important to note that an activity group is considered open until all its constituent activities are marked as closed.

Step-by-Step Guide

Access Vymo

Log in to self-serve.

Navigate to Activity Management

For Module-Level Groups:
Head to the 'Module Settings'.
Select the desired module.
Proceed to 'Activity Management'.
For Generic Groups:
Dive into the 'User Management' section.
Opt for 'Activity Management'.

Initiate Group Creation

On the left-hand menu, click 'Add' and subsequently choose 'Activity Group'.

Configure the Group

Assign a suitable name to the group.
Select the individual activities to include in the group from the available list.

Finalize

Once satisfied with the group configuration, click 'Save' located near the top right.
To make the activity group operational, release the changes.