Activities Tab

Updated 2 years ago by dustin keir

The Activities following tab is available in the Address Book, Opportunities, Campaigns, Customer Service, and Hotlist page. The Activities tab in an open Campaign displays Calendar appointments and Hotlist tasks associated with the entry. If activities are scheduled for Opportunities and Customer Service cases, the activities are listed with the associated Address Book entries as well.

Activities are displayed in the list based on criteria specified in the various filters including Action Plan activities, date, and user. By default, activities are sorted by date. You can add and modify activities directly in entries.

  • To open an appointment or task, click on the activity.

  • To complete an appointment or task, click the checkbox in the Complete column.

  • To add or delete appointments or tasks, use the icons in the view bar at the top of the list.


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