Managing the Activities view of an opportunity

Click on Activities from the Views to display actions and / or display history of the opportunity.

From the Activities view, the following icons are used to manage the display of activities:

  • to display or hide actions;
  • to display or hide the history.

Note

If no action has been added to the opportunity, the icons are not displayed and only the history is displayed.

The Actions categories field allows you to filter the actions of the opportunity to display according to actions categories.

DMF 160101 TOOLS EVENTS NEW
1 From the Activities view, click on Add action.
2 Select from the drop-down list the action category to create.

The action creation form opens.

3 Specify the action information.

Reference

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

4 Click on Save.

The action is created. It is visible in the Activities tab of the opportunity.

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 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.