Managing the Actions view of a customer or prospect

DMF

010107 PROSPECTING PROSPECTS EVENTS

010204 PROSPECTING OPPORTUNITIES SEARCH

020107 SALES CUSTOMER EVENTS

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

From the Actions view, 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).

DMF

010204 PROSPECTING OPPORTUNITIES SEARCH

An opportunity displayed in the Actions view can be opened by clicking on at the right of the opportunity. The opportunity form opens on the right part of the screen.

DMF

010202 PROSPECTING OPPORTUNITIES MODIFY
1 From the Activities view, click on at 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 view, click on at the right of the opportunity.
2 Click on Delete at the bottom of the form.
3 Confirm the action.

The opportunity is deleted.

1 Open the action creation form:
  • From the Actions view 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 view 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).

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

DMF 160102 TOOLS EVENTS MODIFY
1 From the Activities view, click on at 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 160108 TOOLS EVENTS COMPLETE

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

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