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Deadline calculation for activities in CRM

When you add a new activity, CRM automatically sets its deadline. The way it is calculated depends on the view you choose and the way you create an activity.

CRM sets the activity deadline for 3 working days from the creation date if you add it in one of the following ways:

  • on a CRM entity card in the Kanban or List views

  • as a smart activity after closing a lead or deal form

  • in the CRM entity timeline

For example, your company's working days are from Monday to Friday. If you create an activity on Monday, October 23, the deadline will be set for Thursday, October 26. If you create an activity on Friday, October 20, the deadline will be set for Wednesday, October 25.

October

However, if you use the Activities view to add an activity, the parameters of the columns will affect its deadline. It is calculated in another way if you apply one of these actions:

  • Create an activity in a quick lead or deal form

  • Move a CRM entity card to another column

Refer to the table below for details about each column in this view.

Regardless of the view you use, the deadline time is always rounded up to the nearest full hour. If you create an activity at 3:01 pm, the deadline will be set for 4:00 pm.

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