Use Pipeline Activity List in the To-Do submodule in the Tasks module to add the next activity to pipeline activities. This function enables you to mark the first activity as done.
To use Pipeline Activity List, you must have access to
Tasks as defined in User Access Rights under
Settings.
To add the next activity to a pipeline activity:
-
On the main toolbar, click
Tasks
.
-
In the left pane of the Tasks page, click
.
-
Highlight the pipeline activity to which you want to add the next activity.
-
On the grid toolbar, click
Add Next Activity
.
-
In the Add Next Pipeline Activity dialog box, select the resource to which you want to add the next pipeline activity, and specify the applicable contact, activity type, date, time, employee responsible, company, and pipeline.
Note: You can also enter an activity text in the field that is provided.
-
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.
-
Click
OK.