Opportunities Activities Tab

Use the Activities tab in the Opportunities area to create and maintain lists of milestones and touchpoints for the opportunity.

This tab also displays all activities created for the opportunity in Ajera CRM. Milestone activities from Ajera CRM display in the Key Milestones grid. All other types display in the Touchpoints grid.

Contents

If custom grids or fields are defined for the Activities tab in Ajera CRM (Configuration > General > User Defined Components), those grids and fields display below the Touchpoints grid. As with standard grids and fields, you must make entries in any required columns and fields.

Field	Description
Key Milestones grid	This grid displays the milestones that are established for the opportunity, either in iAccess or in Ajera CRM. The next milestone displays in bold. If the opportunity has an estimated start date or end date, those dates display as milestones. You cannot edit or delete those milestones. To add another milestone, click + Add Milestone below the grid, and enter the milestone information in the empty row that displays.
DATE	This column displays the milestone date. A date is required for all milestones except Estimated start date and Estimated completion date. To display additional information about the milestone, click the date. The tooltip displays the date that the milestone was created, and the name, title, phone numbers, and email address of the employee who created it. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the date.) No tooltip is available for Estimated start date and Estimated completion date because those are system-created. To specify the date for a new milestone or change the date for an existing one, either enter the date, or click and select it on the calendar.
NAME	This column displays the name or a brief description of the milestone. To specify the name for a new milestone or change the name for an existing one, click and select it from the list of standard milestones. If none of the standard milestones apply, you can enter a name that is not on the list. If you enter a name not on the list, however, be aware that your entry is not automatically added to the standard list of milestone names. If you think it should be on the list, ask your system administrator to add it.
NOTES	This column displays any additional information that has been entered for the milestone. To add or change a note for a milestone, click or tab into the field and enter the text. Click in NOTE if you want to apply special formatting (bold, color, and so on) to the note or if you want to display the complete text of a longer note.

Field	Description
Touchpoints grid	This grid displays the touchpoints that are associated with the opportunity. Along with touchpoints created in the Opportunities area, the grid may also list touchpoints created in the Companies area or Contacts area that are linked to the opportunity. In addition, this grid displays activities of any type, other than milestones, that have been created for the opportunity in Ajera CRM. You can edit any of the activities in this grid, regardless of its origin or type. To add another touchpoint, do either of the following: Click + Add Touchpoint below the Touchpoint grid, and enter the touchpoint information in the empty row that displays. Click on the Opportunities toolbar and enter the touchpoint information in the Add Touchpoint dialog box. A touchpoint that you add for an opportunity is also associated with the contact, if you specify one, and with the contact's company, and it displays on the Touchpoints tabs in the Contacts and Companies areas.
DATE	This column displays the touchpoint date. To display additional information about the touchpoint, click the date. The tooltip displays the date that the touchpoint was created, and the name, title, phone numbers, and email address of the employee who created it. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the date.) To specify the date for a new touchpoint or change the date for an existing one, either enter the date, or click and select it on the calendar.
CONTACT	This column displays the name of the contact for the touchpoint. Click the name to display a tooltip containing contact information: job title, location, phone numbers, and email address. Click More in the tooltip to display the full contact record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.) To specify the contact for a new touchpoint or change the contact for an existing one, click to select the contact from the full list, or type one or more characters from the contact name (first, preferred, middle, or last) to select from a list of contact names that contain those characters. (You can also search for a first name - last name or preferred name - last name combination.) If the contact has not yet been added in iAccess, you can click + New Contact at the bottom of the selection list to display the Add Contact form and add the contact.
NOTES	This column displays any additional information that has been entered for the touchpoint. To add or change a note for a touchpoint, click or tab into the field and enter the text. Click in NOTE if you want to apply special formatting (bold, color, and so on) to the note or if you want to display the complete text of a longer note.
TYPE	This column displays the activity type. Activities that you add in this grid all have Touchpoint in TYPE. Activities created in Ajera CRM can have any type that is set up there. This field is not editable. If you need to change the type for an activity, you must do that in Ajera CRM.
	If the opportunity is associated with a Kona space, and you are a member of that space, and you want to create a task in Kona related to the touchpoint, hover over the touchpoint's row and click near the end of the row to open the Create Kona Task dialog box. In that dialog box, enter the task name, person to whom the task is assigned, and the due date. If a Kona task has already been created for the touchpoint, click to display a tooltip containing the task name, who it is assigned to, and the due date. You can also click the task name in the tooltip to open Kona and go to the task.
	To delete a touchpoint, hover over the touchpoint row and click .