Starting Activities Progress
What does this section cover?
What is Activities Progress?
This process is used to update an activity from "Pending" life cycle state into "In Progress" and it is applied through a dedicated action called "START PROGRESS"
The Activity's life cycle state cannot change through the process of modifying it.
Validations and Restrictions
Action | Validations | Additional Information |
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Start Progress |
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Starting Activities Progress
- Navigate to Activities
- Search for the Activity you would like to start its progress
- From the Action Menu click on Actions > "START PROGRESS"
- From the modal window, select the required Status (That will in turn update the Life Cycle State accordingly). The available statuses are the ones that have life cycle state set as "In progress"
- Click on "SAVE" on the modal
- The Activity status will be set to the selected one
- The Activity life cycle state will be updated to "In Progress"
Visit Understanding Activities for business examples related to Activities Progress
Related Areas
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Completing Activities — Find out how to complete and close an Activity
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Scheduling Activities — Learn to Schedule Activities for Service Requests, Jobs and Leads
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Managing Activities — Learn to work with Activities
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Starting Activities Progress — Find out how to start the progress of an Activity
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Accepting Activities — Find out how to accept an Activity
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Configuring Activity Cancellation Reasons — Learn to configure Activity Cancellation Reasons
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Configuring Activity Types — Learn to configure Activity Types
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Configuring Activities Definition — Learn to configure Activities Business Definitions that will determine the overall behaviour of Activities
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Configuring Activity Categories — Learn to configure Activity Categories
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Configuring Activity Statuses — Learn to configure Activity Statuses
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Understanding Activities — Understand the usage of Activities within CRM.COM
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