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Activities is one of the most important things in ChannelCRM. Activities are actions: To make a call. to send a letter, to attend a meeting, to present a solution. Or maybe just have an idea.
For this you will use the activity window.
Here you can register the type of activity concerned (telephone, letter, meeting, ...) - possibly in the category of activity - and a subject. There may also be recorded time and place.
Then there is the context: Activities are usually associated with other things in the system. A meeting with a Contact from a Company and it is concerning a project. This linkage is selected with the buttons in the relevant fields, but they will often be completed in advance. That is why it is most efficient to create an activity from the activity list under the contact which is affected by the activity. Then the Contact and Company will be filled in in advance. Even more effective is to create an activity directly from another activity in the same thread. Example: During a phone conversation (Activity 1) you and the prospect agrees to meet tomorrow. If this meeting (Activity 2) is created directly from Activity 1 almost all information will be filled in advance.
Page url:
http://www.channelcrm.net/us/index.html?net_activitywindow.htm
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