Activities
Activities schedule and document interactions with accounts that are not Concerns. Activities generally include phone calls, meetings, email and letter correspondence. The Activities Tab defaults to list Open Activities. Click on the radio buttons to show Closed Activities or All Activities. Account Reps can access their Open Activities by selecting Sales Activities from the main View menu.
Account Contact is optional so that Activities may also be recorded that do not involve a specific Account contact person.
Activity Types are established using Setup | Drop Down Lists | Activities. The Select Notice drop down list includes Notifications enabled with the “Activities” checkbox in Setup | Notification Templates.
See also