From this menu you can create activities
for the leads. Activity refers to any activities like follow up, phone call,
fax made to the leads with a view to convert the leads in to formal clients.
You can only create activities for the existing leads. To understand this,
follow the instructions below:
18.8.1 Click CRM>Activity as in figure below.
Figure 18.8a
18.8.2� Enter/select all the necessary information for any lead for
e.g. John Doe in figure 18.8a. After entering all the information,
figure 18.8a should now appear as in figure 18.8b.
Figure 18.8b
Explanation of Labels in figure 18.8b
Activity Type: whether you are
contacting the leads by means of Phone, fax, email etc.
Assigned To: Who is in-charge of the
activity
Activity Name: A name assigned to the
activity to make it understandable and different from other activities
Status: whether the activity is
completed, pending, scheduled etc
Activity For: whether the activity is
for the lead or Contacts
Direction: whether the activity created
is outbound or in bound.
18.8.3 Once you are done, click .
Recently added Activity will appear in the list as shown in
figure 18.8c.
Figure 18.8c
Note: To update/change the existing activity (for lead) just click icon as indicated by blue arrow and click icon as indicated by red arrow to update the existing activity for contacts.
To delete the activity click .
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