Calendar and Activities Overview

A key component of lead follow-up, opportunity tracking, and contract management is the ability to schedule activities and link those activities to your customer, contact, lead, marketing campaign, employee, opportunity, and contract 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.

Connect for Microsoft Outlook is an optional GovWin Capture Management module that makes it possible for you to manage GovWin Capture Management customers, contacts, vendor/partners, and opportunities, all from Microsoft Outlook. Connect for Microsoft Outlook does not replace the Customer, Contact, Vendor/Partner, or Opportunity Info Centers. You use it in addition to the Info Centers, to access and manage GovWin Capture Management Info Center records from either application.

In addition, you can use the Download Microsoft Integration utility to download files that allow you to share activity data between GovWin Capture Management and Microsoft Outlook.

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 GovWin Capture Management and in Connect for Microsoft Outlook (if you use this software).
  • Data Synchronization and Microsoft Outlook Integration
    To share activity data between GovWin Capture Management and external calendar applications, use the Connect for Microsoft Outlook application or the Microsoft Outlook Integration utility.
  • Connect for Microsoft Outlook and CRM
    Connect for Microsoft Outlook provides you with flexibility by making it possible for you to perform CRM tasks in GovWin Capture Management or directly in Microsoft Outlook.
  • Activities and the Dashboard
    Use the Dashboard to create a virtual bulletin board that contains links to all of the GovWin Capture Management data that you need to access on a regular basis. Dashboard data links are organized into dashparts such as Contracts, Contacts, and Activities.
  • Scheduling Activities on the Activity Dialog Box Overview
    You can schedule and modify activities using many GovWin Capture Management 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 customer, contact, lead, marketing campaign, employee, opportunity, and contract activities.
  • Activity Reports Overview
    Use Activity reports to review information about your scheduled activities, including dates, times, attendees, and associated customers, contacts, opportunities, and contracts.
  • Managing Activities in the Info Center
    You can manage activities from the Customer, Contact, Employee, Lead, Marketing Campaign, Opportunity, and Contract Info Centers.
Parent Topic: Welcome to the GovWin Capture Management Help System