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How to work with Activity? |
  
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How to work with Activity? |
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The available tab groups and commands under these groups for Activity tab are:
Group |
Command |
Action |
Activities |
All Activities |
List of all activities stored in CRM system |
My Activities |
List only those activities linked to your login name |
|
Projects |
All Projects |
List of all projects stored in CRM system |
My Projects |
List only those projects linked to your login name |
|
Tasks |
All Tasks |
List of all tasks stored in CRM system |
My Tasks |
List only those tasks linked to your login name |
|
Calls |
All Calls |
List of all calls stored in CRM system |
My Calls |
List only those calls linked to your login name |
|
Meeting |
All Meetings |
List of all meetings stored in CRM system |
My Meetings |
List only those meetings linked to your login name |
In this section, you can learn more about:
| • | How to view all available scheduled activities? |
| • | How to view all activities associated to your account? |
| • | How to view all available scheduled projects? |
| • | How to view all projects associated to your account? |
| • | How to create or edit a project? |
| • | How to view all available scheduled tasks? |
| • | How to view all tasks associated to your account? |
| • | How to create or edit a task? |
| • | How to view all available scheduled calls? |
| • | How to view all calls associated to your account? |
| • | How to create or edit a call? |
| • | How to view all available scheduled meetings? |
| • | How to view all meetings associated to your account? |
| • | How to create or edit a meeting? |
| • | How to assign an activity to a user or queue? |
| • | How to sort activities in grid? |
| • | How to perform search to find an activity? |
| • | How to group activities by any field? |
| • | How to assign tag to activities? |
| • | How to filter activities by tag inside the grid? |
| • | How to remove tag assigned to activities? |
| • | How to import records for activities from Excel sheet? |
| • | How to export records for activities to Excel? |
| • | How to print the list of activities? |
| • | How to use split-view to view list of activities and data? |