My Activities

Accessing the My Activities Page

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

Overview of My Activities

The My Activities interface provides a streamlined way to view, filter, and manage your activities, including creating opportunities when relevant.

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

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

• Report Access: Generate activity reports for a convenient overview.

List Elements:

1. Date: Date of activity creation.

2. Type: Type of activity.

3. Customer: Name of the contractor.

4. Contact: Contact person for the customer.

5. Broker: Person responsible for the activity.

6. Title: Space for additional activity information.

Key Interface Elements:

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

• Activity Period: Start and finish dates.

• Filters: Show all activities, automatically created activities, or user-created activities.

• Deleted Checkbox: Option to show deleted activities.

Creating an Activity:

1. Begin Creation: Click the Create Activity button to open the sidebar.

2. Activity Tab:

   • Required fields: 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: Filters based on the selected Activity Start and Finish dates.

• Attachments and Notes Blocks: Add attachments or notes relevant to the activity.

4. Result Tab:

   • Opportunity Creation: Select Successful in the Result type to unlock additional fields for creating opportunities.

5. After saving a result in the Result tab, this section becomes locked for further edits.

• Fields for Successful Results: Include fields like Revenue forecast, Confidence forecast, and Product selection.

• Save Opportunity: After filling in the Opportunity type, other fields activate, allowing you to complete and save.