Activities

User Guide › Activity

Overview

Use the Activities page to review business activity records, such as follow-up activities and visits. Sales representatives, sales managers, project managers, and other operational users can use this page when they need to locate an activity and review its visible details, including its purpose, company, start date, status, and importance.

Before you start

Ensure that you can access the application navigation bar and the Activities area.

Steps

1. On the application navigation bar, select Activities.

2. Review the activity records displayed in the list. Use the available column headings to identify the relevant activity:

   Column	Description
   Title	The activity title.
   Visitors	The visitors associated with the activity.
   Activity purpose	The purpose of the activity.
   Company	The company associated with the activity.
   Startdate	The activity start date.
   Status	The displayed activity status.
   Importance	The displayed importance level.

3. To locate an activity, enter identifying text in Search box.

4. If you need to return to the preceding page, select Previous Page.

Tips & cautions

Tip: Use a distinctive activity title, company name, or visitor name when entering text in Search box.

Note: Review the Status and Importance columns together when prioritising activities that require attention.

Result

You have accessed the Activities page and reviewed the available activity records.

Related pages

• Activities
• Activity — Overview
• Activity — Learning Path
• Getting Started with Activity
• list