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
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