Activities

Organization

Search for Organization

Click an organization.

Activities

Search for Activity / Add Activity

Opportunity

Search for Opportunity

Click an organization.

Activities

Search for Activity / Add Activity

Activity

Search for Activity

This page maintains a list of activities. Activities can be associated with organizations, opportunities or combinations of organizations and opportunities.

Header

Activity Date	The date of an activity.
Status	A code representing the status of a sales opportunity/organization. Source: Status Codes in Contact and Opportunity Management.
Type	A code representing a type of activity. Source: CRM Activity Type Maintenance in Contact and Opportunity Management.
Summary	A summary description of the activity.
Assigned To	The CRM user assigned to this organization. Source: CRM User Definition in Contact and Opportunity Management.
Organization	An organization number or identifier. Source: Organization Workbench in Contact and Opportunity Management.
Location	An organization location. An organization is uniquely identified by its name and location.
Contact	A code or abbreviation for a customer contact. Source: Customer Contact Maintenance in System Tables.
Opportunity	An opportunity number or identifier. Source: Opportunity Workbench in Contact and Opportunity Management.
Site Visit	If checked, identifies this activity as a site visit.
Notify	If checked, changing the details of this activity triggers email notification to the CRM user assigned to this activity. Email notification requires the installation of Glovia Publisher.

Hyperlink

Add Activity

Adds a new activity.

Activity Tab

Activity Date	The date of an activity.
Summary	A summary description of the activity.
Assigned To	The CRM user assigned to this organization. Source: CRM User Definition in Contact and Opportunity Management.
Site Visit	If checked, identifies this activity as a site visit.
Closed	If checked, closes the activity.

Detail Tab

Status Code	A code representing the status of a sales opportunity/organization. Source: Status Codes in Contact and Opportunity Management.
Type Code	A code representing a type of activity. Source: CRM Activity Type Maintenance in Contact and Opportunity Management.

Organization Tab

Organization	An organization number or identifier. Source: Organization Workbench in Contact and Opportunity Management.
Location	An organization location. An organization is uniquely identified by its name and location.
Name	A name associated with an organization.
Contact ID	A code or abbreviation for a customer contact. Source: Customer Contact Maintenance in System Tables.

Opportunity Tab

Opportunity ID	An opportunity number or identifier. Source: Opportunity Workbench in Contact and Opportunity Management.
Opportunity Name	A description associated with an opportunity.