Business Feature / Process | Description | Example/Use Case | Use in Training Material | Additional Notes |
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Activity | An Activity is a task that can be scheduled to take place for a Contact and can optionally refer to a Lead, Service Request or Order. | | | |
Activity Resources | Contact: All Activities are ultimately linked to a specific contact. For example, if an Activity was created for an order, lead, or service request, then the contact associated with that entity becomes the relevant activity contact. Owner: Each activity has an owner who is a system user or team , responsible for fulfilling the Activity task. The owner can change at any time.
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Activity Type | Activity type denotes the core behaviour of activities. Its It is used for analysis purposes (insight analytics) where similar activities are grouped together. For each activity type the The user must assign a status (active, de-active) as the default for each activity type when created. | | | |
Activity Operations | Create an activity: Unlike other system entities of the system, Activities cannot be created from the Activities summary screen. They can only be created by navigating to the relevant Contact, Lead, Service Request or Order , and then selecting the options button in the top right-hand corner of the screen (…, Create Activity). Name: An Activity name usually describe describes the necessary action to be performed , and must be provided. Description: option if more details needed Type: Select one of the pre-defined Activity Types, as these are per-configured via Settings Owner: The owner of an Activity (team , or user) When: the scheduled date and time for the Activity Where: Optionally select one of the Contact’s addresses, if needed (e.g., Activity will be taking place occur at the Contact’s premises).
State update: Activities appearing with a Pending state are still active. In this case, the following actions are available : Complete: The Activity has been fulfilled Cancel - The Activity is no longer active Delete - The activity is deleted (e.g. created by mistake
Events History: In the activity details screen, options area(…), the user can see a log file with all the actions performed against the Activity.
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