Calendar and Activities Overview

A key component of lead follow-up, opportunity tracking, and project management is the ability to schedule activities and link those activities to your client, contact, lead, marketing campaign, employee, opportunity, and project records. Your activities can include phone calls, meetings, tasks, and other important business functions.

The Activity Calendar, Activity Manager, Info Center, and Dashboard applications share activity data. When you add, modify, or delete activity information in any one of these applications, your modifications are immediately available in the other three applications.

The only exception is that the Activity Calendar displays only phone calls, meetings, and tasks. To view other types of activities, you must use the Activity Manager, Info Center, or Dashboard.

Related topics:

  • Calendar and Activities Security
    Your system administrator sets up security access rights to calendar and activity functions based on your role. The access rights defined for your role determine what scheduling options are available to you.
  • Activity Types
    Use activity types to categorize and manage activities and to determine where activities of a certain type display in Ajera CRM and in Connect for Microsoft Outlook (if you use this software).
  • Activities and the Dashboard
    Use the Dashboard to create a virtual bulletin board that contains links to all of the Ajera CRM data that you need to access on a regular basis. Dashboard data links are organized into dashparts such as Projects, Contacts, and Activities.
  • Scheduling Activities on the Activity Dialog Box Overview
    You can schedule and modify activities using many Ajera CRM applications. All activity scheduling and maintenance functions are processed on the Activity dialog box.
  • Activity Calendar Overview
    The Activity Calendar provides a snapshot of your phone calls, meetings, and tasks for a given month, week, or day. Use the Activity Calendar to review, schedule, modify, and delete activities.
  • Activity Manager Overview
    Use the Activity Manager to access all completed or pending activities for which you have security access. You can schedule, copy, delete, modify, and review your client, contact, lead, marketing campaign, employee, opportunity, and project activities.
  • Activity Reports Overview
    Use Activity reports to review information about your scheduled activities, including dates, times, attendees, and associated clients, contacts, opportunities, and projects.
  • Managing Activities in the Info Center
    You can manage activities from the Client, Contact, Employee, Lead, Marketing Campaign, Opportunity, and Project Info Centers.
Parent Topic: Welcome to the Deltek Ajera CRM Help System