Add Next Activities

Use CRM Activities for Follow-Up to add the next activity to pipeline activities. This function enables you to mark the first activity as done.

To use CRM Activities for Follow-Up, you must have access to Tasks as defined in User Access Rights under Settings.

To add the next activity to a pipeline activity:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > CRM Activities for Follow-Up.
3. Highlight the pipeline activity to which you want to add a next activity.
4. On the grid toolbar, click Add Next Activity .
5. In the Add Next Pipeline Activity dialog box, select the resource to which you want to add the new pipeline activity, and specify the applicable contact, activity type, date and time, employee responsible, Company, and pipeline.
   Note: You can also enter an activity text.
6. To set the previous activity and the current activity as done, select the Set Previous Activity as Done and Set Current Activity as Done check boxes, as appropriate.
7. Click OK.