My Activities
Home→ Contractors→ Activities & Tasks→ My activities
Overview
This interface helps you to see the full list of your activities and the main information about them.
With the help of filters, you can find the necessary entry quicker.
You have an opportunity to add/edit/delete your activities and create opportunities in case it was successful.
The Activity report helps you to see the information in the interface in a more convenient view.
List description
- Date – the date of creation
- Type – the kind of your activity
- Customer – the name of the contractor
- Contact – the name of the contact person
- Broker – the name of person who is responsible for the activity
- Title – the space with additional information
The elements of the interface:
- The Activity type, Result type, Office, Team, Contactor type, Contractor, Contactor contacts, Activity category selectors
- The ID input field
- The Activity start, Activity finish calendars
- The Deleted checkbox
- The Activities radio button
- All – the all activities will be shown
- Auto – the activities that were created automatically is shown
- User - the activities that were created by user is shown
Manuals
How to create activity
- Click the button and the sidebar will be opened
- The elements of the sidebar
The Activity tab
- The Office, Team, Contractor type, Contractor, Customer contact, Activity type, Activity category, Priority selector
- The Activity description, Time input fields
- The Activity start and Activity finish calendar
Additional information
- The Customer contact selector will be available after selecting a value in the Contactor selector
- The Contractor, Customer contact, Activity type and Priority fields are required
- The Current status will be Open in case the date in the Activity finish field is more than the current date
- The Current status will be Closed in case the date in the Activity finish field is equal to the current one or has already passed
The Additional tab
- The Entities block (elements)
- The Entity type and Entity selectors
Pay attention that the filtration in the Entity selector will occur according to period that was selected in the Activity start and Activity finish fields
- The Attachments block
- The Notes block
The Result tab
- Select the type in the Result type selector
- Select the Successful type in selector and the additional fields will be displayed
The element:
- The Result description, Revenue forecast, Tonnage forecast, Details input fields
- The Opportunity type, Pipeline stage, Confidence forecast, Currency, Rate, Product, Destination, Airline, Request number selectors
- The Opportunity date, Date forecast calendar
- Fill in the Opportunity type field and the other fields will become active. Click the SAVE button
The Related Opportunities block will be displayed with all created opportunities
- In all other statuses the additional fields will be hidden
- Pay attention that after the result in the Result type field is saved, the Result tab will be blocked without opportunity to edit it