Activity Result Types

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Overview

This interface allows you to set up the Activity Result Types interface. You are able to create/edit/delete activity result types which then can be used in the Activities interface. So after conducting any activities you can fill in its results and make the necessary conclusions.

List description

ID - the unique number of activity result
Result name – the name of activity result
Description – the activity result description

Manuals

The Search is available by ID, Result name and Description fields
The data table
Editor – use fields and buttons to create/edit/delete activity result types

Additional information

Steps to create a new activity result type
- Click the New button
- Fill in the necessary fields

- Click the Save button
Steps to edit the activity result type
- Select the necessary type
- Make changes
- Click the Save button
Steps to delete the activity result type
- Select the necessary type
- Click the delete button

Where you can use the Activity Result Types

Go to the Activities interface
Select the necessary entry
Go to the Result tab

Select the necessary result in the Result type selector

Pay attention, in case of the Successful result, the additional fields will appear in the sidebar. So you will be able to create Opportunities with Activity

Permissions

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