Activities

Accessing the Activities Page

Navigate to the Contractors section and under the Activities & Tasks Section click the “Activities” Button.

Overview of Activities

The Activities interface provides a centralized way to manage and review all activities, with tools for tracking, filtering, and updating each activity's details. 

• Purpose: View, filter, and manage a comprehensive list of activities.

• Capabilities: Add, edit, delete activities, and create opportunities if activities are successful.

• Reporting: Generate activity reports for a convenient summary.

List Elements:

1. Type: Type of activity.

2. Contractor: Name of the customer involved.

3. Contact: Contact person’s name.

4. Responsible: Individual managing the activity.

5. Description: Additional details about the activity.

6. Attachments (F): Shows a clip icon if attachments are included.

Key Interface Elements:

• Selectors: Include Responsible, Activity type, Result type, Office, Team, Contractor type, Contractor, Contact, Activity category.

• Activity Period: Select Activity Start and Finish dates.

• Filter Options: View all activities, only automatically created activities, or only user-created activities.

• Deleted Checkbox: Option to include deleted activities in the view.

How to Create an Activity:

1. Start: Click the Create Activity button to open the sidebar.

2. Activity Tab:

   • Required Fields: Responsible, Contractor, Customer contact, Activity type, Priority.

   • Status:

     • Open: If the Activity Finish date is in the future.

• Closed: If the Activity Finish date is today or in the past.

3. Additional Tab:

   • Entities Block: Filtered by the selected Activity Start and Finish dates.

• Attachments and Notes Blocks: Add relevant attachments or notes for reference.

4. Result Tab:

   • Creating Opportunities: Choose Successful in the Result type to unlock fields for opportunity creation.

• Additional Opportunity Fields: Include fields like Revenue forecast, Tonnage forecast, and Product selection.

• Save Opportunity: After completing the Opportunity type field, other fields activate, allowing you to finalize and save.

Important Notes:

• Once you save a result in the Result tab, it becomes locked and can no longer be edited.

• You can also access Related Opportunities to view all created opportunities linked to the activity.