Adding an Activity

Activity

After saving the new record, the system generates a sequence number for the activity.

Activity Code

Categorize the activity performed. This field validates against the Activity Codes form.

Reference

Select the reference for the activity:

• Opportunity
• Campaign
• Miscellaneous
• Lead

Activity Date

Select the date the activity occurred. The current date is displayed by default.

Hours

Specify the number of hours needed to complete the activity.

Location

Specify the place where the activity is occurring.

Follow-up Date

Select a second date on which to follow-up for the activity.

Internet URL

Specify a URL for any Web site related to the activity.

Owner

Select the partner ID of the person responsible for this activity.

Phone

Specify a phone number related to the activity.

Reference

Select the reference to use for participants:

• Contact
• Company
• Competitor
• Lead
• Salesperson
• Partner

Reference ID

After the reference is specified, select the ID for the contact, company, competitor, lead, salesperson, or partner.

Name

Specify the name or description associated with the reference ID.

These fields are populated based on the activity:

• The appointment reference is set to Activity and the reference number is set to the activity sequence number if the activity reference is Miscellaneous. Otherwise, the appointment reference is set to the activity reference type and number.
• The partner assigned to the appointment is populated from the owner and/or participants.
• The appointment start date and time are set to that of the activity date and time.
• The appointment hours are set from the hours assigned to the activity.
• The appointment location is set from the location assigned to the activity.
• The appointment description is set from the description assigned to the activity.