Edit Sales Activity

  1. Select Menu > Lists > Sales Activities.
    The Sales Activities dialog box is displayed.
  2. Select the sales activity you want to edit and use the option buttons available to edit a sales activity.
    This table describes all the options for editing a sales activity:
    Buttons Descriptions
    Move Sales Activity If you select Move Sales Activity, a dialog box will open and asks for a new Start Period. When a new start period has been specified, all changes in the Sales activity will be moved offset from the new start period and removed from its original position. The Action status of the Sales Activity will be updated to Move. The action and information on new start period will be uploaded to the Server when performing Send Forecast Information.
    Scale Sales Activity If you select Scale Sales Activity, a dialog box will open and asks for scaling information. You can add or subtract values or percentages or set to an absolute value. All changes linked to the selected Sales Activity will be factorized with the ratio between the previous total value and new total value of the Sales Activity. The Action status of the Sales Activity and scaling information will be updated to Scale. The action will be uploaded to the Server when performing Send Forecast Information.
    Delete Sales Activity If you select Delete Sales Activity, a dialog box will open to ask for confirmation of the deletion. The Action status of the Sales Activity will be updated to Delete. The action will be uploaded to the Server when performing Send Forecast Information.
    Adjust Sales Activity If you select Adjust Sales Activity, you will be asked if you want to open the Sales activity with a specific filter. After having selected this, the view will be opened and you can add the necessary changes to the Sales Activity. The Action status of the Sales Activity will be updated to Adjust. The status and the changes to the Sales Activity will be uploaded to the Server when performing Send Forecast Information.