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This page maintains activities associated with an opportunity. Leaving all fields blank searches for all activities.
Header
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. |
Opportunity ID |
An opportunity number or identifier. Source: Opportunity Workbench in Contact and Opportunity Management. |
Assigned To |
The CRM user assigned to this organization. Source: CRM User Definition in Contact and Opportunity Management. |
Activity Date From / To |
Limits the search to a range of activity dates. |
Show Future |
If checked, displays only future activity records. |
Show Late |
If checked, displays only late activity records. |
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. |
Open Activities Only |
If checked, displays only open activities. |
Summary |
A summary description of the activity. |
Hyperlink
Search For Activity |
This page maintains a list of activities. Activities can be associated with organizations, opportunities or combinations of organizations and opportunities. |
Add Activity |
Adds a new activity. |
