Introduction to Activities

Activity Management allows sales representatives to record and track customer touchpoints to create an interaction history as well as to schedule future activities, supporting an activity-based approach to sales. Activities can be linked to an account and contact as well as to an opportunity or quotation. Tasks, appointments, and emails can be synchronized with a user’s Outlook 365 account to facilitate the scheduling process (link to API).

The application comes with a basic set of activities such as tasks, appointments, phone calls, and emails, which are further explained in the subsequent sections.

While each activity object has respective configuration options to change/localize the fields for ‘Priority’ and respective status fields, the priority field is commonly used across the activity objects: under ‘Administration’ -> ‘Master Data Management’ -> ‘Activity Priority’, an administrator can localize the respective values:

*NOTE: Currently, the priorities cannot be changed; a future release will cater to the same.

There is no other configuration required to use activities; they can be used out-of-the-box and are enabled by default. If an administrator wants to disable (hide) the functionality, the following parameters need to be set in the UI Profile.  

The new features in Activity Management will replace the previously delivered functions. They can be hidden from the UI using the following UI labels: