Attaching or detaching a sales activity

  1. From the menu, select Lists > Sales Activity.
  2. Select a dataset from the Dataset list.
    All the scenario parts and sales activities for that dataset are displayed in Sales Activity defined for Dataset.
  3. Click Show Properties for Sales Activity to view the details of a sales activity.
  4. On Sales Activity Defined for Dataset, select the activity to attach or detach.
  5. On Sales Activity Name, select the activity to attach or detach a scenario part.
    This table shows the buttons you can use to attach or detach a sales activity:
    Button Function
    Adds all sales activity
    Adds sales activity
    Removes sales activity
    Removes all sales activity
    Moves up the sales activity in the sequence
    Moves down the sales activity in the sequence
  6. Click Update.
  7. Click Refresh to refresh the updated information.
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