Tutorial: Creating Activity

Activity

Before creating activity, user needs to record the following information

• Lead

• Opportunity

• Contact

• Account

• Activity/Task Type

• Lead Status

• Lead Sub Status

• Campaign

Different sales activities based on entry types can be created through this interface.

Entry Type: Select entry type among options Lead, Opportunity, Contact and Account

Lead/Opportunity/Contact/Account Tag: Select as per entry type selected. All these are tagged with their main entry location. (Data comes from Setup > Lead Management > Lead/Opportunity/Contact/Account)

Type: Select type of activity (Data comes from Setup > Qualification Categorisation > Lead Sub Status)

Mobile No.: Enter mobile number of the lead/opportunity/contact/account as per entry type selected. Mobile No will also appear with tagged name if exists.

Due Date: Enter due date of the activity

Completed On: Enter date on which the activity is done

Lead Status/Opportunity Stage: Select Lead Status.(Data comes from Setup > Qualification Categorisation > Lead Status). If entry type is Opportunity then Opportunity Stage is to be selected.

Lead Sub Status/Opportunity Sub Stage: Select sub status of lead if any (Data comes from Setup > Qualification Categorisation > Lead Sub Status). If entry type is Opportunity then Opportunity Sub Stage  is to be selected.

Priority: Select the priority as applicable.(Data comes from Setup > Qualification Categorisation> Priority)

Remarks: Put remarks on activity

Campaign: Choose campaign. (Record comes from Lead Management > Campaign)

Campaign Type: Campaign Type gets displayed as mapped with campaign

Campaign Sub Type: Campaign Sub Type gets displayed as mapped with campaign

Product: Select name of the product. (Data comes from Setup > Product > Product)

For any file attachment with data use Attachment tab and then use “Add New Row” Button.

Click 'Submit' and then 'Save and Close' to save the activity.

Submitted activity displayed in tables.

Activity Import

Activity can be imported using a proper Activity import template. In this process users have to download the Activity template from the given import menu. Then this template has to be filled with proper information. Then upload this template and validate for any error. If it shows success after validation then import this template data in the system using the import button.

Tutorial: Creating Activity

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