Managing the Activities tab of a customer or prospect

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010204 PROSPECTING OPPORTUNITIES SEARCH

020107 SALES CUSTOMER EVENTS

Click on Actions from the tabs to display the actions and/or display the history of the customer or prospect.

From the Actions tab, the following icons are used to manage the display of activities:

  • to display or hide actions;
  • to display or hide history;
  • to display or hide opportunities;

Note

If no actions have been added to the customer or prospect, the and icons are hidden.

If no opportunities have been added to the customer or prospect or if the employee does not have the 010204 PROSPECTING OPPORTUNITIES SEARCH DMF, the icon is hidden.

The Actions categories field is used to filter the customer's actions to display based on the action categories.

An action can be expanded by clicking on .

Note

The CLI_ACTIVITES_OPP management rule enables you to define the information displayed when an opportunity is expanded (see CLI_ACTIVITES_OPP).

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An opportunity displayed in the Activities tab can be opened by clicking on to the right of the opportunity. The opportunity form opens on the right part of the screen.

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1 From the Activities tab, click on on the right of the opportunity.
2 Modify the desired information.
3 Click on Save.

The opportunity is modified.

DMF

010203 PROSPECTING OPPORTUNITIES DELETE

Important

Deleting an opportunity cannot be reversed.

1 From the Activities tab, click on on the right of the opportunity.
2 Click on Delete at the bottom of the form.
3 Confirm the action.

The opportunity is deleted.

DMF 160101 TOOLS EVENTS NEW

Prerequisite: the Can be created in the CRM web portal box must be checked in the event categories setup (Tools > Setup > General setup > Cross-cutting > Event categories then Event category tab > CRM Web Portal section).

1 Open the action creation form:
  • From the Actions tab of the customer or prospect record sheet, click on Add action then select the category of the action to be created from the drop-down list. This action category will be automatically specified on the creation form.
  • Or from any tab of the customer or prospect record sheet, go to at the top of the screen > Create new action.

The action creation form opens.

2 Specify the action information.

Reference

For more information about the action fields, refer to Creating actions.

3 Click on Save.

The action is created. It is visible in the Activities tab of the customer or prospect record sheet.

Note

If custom data are set up for the created action category, these data are to be specified when modifying the action (see Modifying actions).

DMF 160104 TOOLS EVENTS SEARCH

An action displayed in the Activities tab can be opened by clicking on to the right of the action. The action form opens on the right of the screen.

DMF 160102 TOOLS EVENTS MODIFY
1 From the Activities tab, click on to the right of the action.
2 Modify the desired information.
3 Click on Save.

The line is modified.

DMF 160102 TOOLS EVENTS MODIFY

Third-parties can be linked, contacted and unlinked from the Linked third-parties section of an action.

Reference

For more information about the actions available in the Linked third-parties section, see Managing third-parties linked to the action.

DMF 160102 TOOLS EVENTS MODIFY

Important

This feature requires enabling the feature flag Transverse domain > Adoption Crm label.

Objects can be linked and unlinked from the Linked objects section of an action.

Reference

For more information about the actions available in the Linked objects section, see Managing linked objects to an action.

DMF 160108 TOOLS EVENTS COMPLETE

An action can be marked as completed in order to indicate that it has been done.

From the Activities tab, pull down the action desired and check the Completed box.

DMF 160103 TOOLS EVENTS DELETE

Important

Deleting an action cannot be reversed.

From the Activities tab, open the form of an action then click on Delete at the bottom of the form and confirm the deletion.