Now that you have been introduced to activities, you can begin working with them. We will cover the following functions and features:
Adding a Unrelated Activity
Adding Activity Notes
Editing Activity Notes
Activity and Activity Note Example
Changing and Deleting Activities
Extended Activity Entry Screen and Activity Data Fields
Completing and Dropping activities
Quick Activity Locator
What is a Related Activity
Adding a Related Activity
Activity Panel Formats
When explaining activities in this chapter we will use examples of contact records in a database that have been created as follows:
one data layout 1 record for each company that you will have contact with whether that company is a prospect, a customer, a vendor or an internal record. We recommend that you create a data layout 1 record for YOUR company.
a data layout 3 record for every person whom you contact at each company including a contact record for each user at YOUR company.
a data layout 2 record for every project or sales product at a given company and a record for each department using ActionWare at YOUR company. This last record would be used to record minutes and highlights of meetings.