Procedures
Use the procedures in this section to view and follow up on CRM activities.
To use the CRM Activities for Follow-up submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.
- Related Topics:
- Add New Pipeline Activities
Use the CRM Activities for Follow-up submodule to add new pipeline activities. - Add Next Activities
Use the CRM Activities for Follow-up submodule to add the next activity to pipeline activities. This function allows you to mark the first activity as done. - Search for CRM Activities for Follow-up
Use the CRM Activities for Follow-up submodule to search for CRM activities for follow-up. - Display Prospect Cards of CRM Activities for Follow-up
Use the CRM Activities for Follow-up submodule to display prospect cards of CRM activities for follow-up. - Display Activity Cards of CRM Activities for Follow-up
Use the CRM Activities for Follow-up submodule to display activity cards of CRM activities for follow-up. - Filter CRM Activities for Follow-up
Use the CRM Activities for Follow-up submodule to filter CRM activities for follow-up. - Edit and Save Existing Filters for CRM Activities for Follow-up
Use the CRM Activities for Follow-up submodule to edit and save existing filters for CRM activities for follow-up. - Save New Filters for CRM Activities for Follow-up
Use the CRM Activities for Follow-up submodule to save new filters for CRM activities for follow-up. - Save and Overwrite Existing Filters for CRM Activities for Follow-up
Use the CRM Activities for Follow-up submodule to save and overwrite existing filters for CRM activities for follow-up. - Delete Saved Filters from CRM Activities for Follow-up
Use the CRM Activities for Follow-up submodule to delete saved filters for CRM activities for follow-up. - Make Existing Filters for CRM Activities for Follow-up as Global Filters
Use the CRM Activities for Follow-up submodule to make existing filters for CRM activities for follow-up as global filters. - Open Resource Card of Contacts of CRM Activities for Follow-up
Use the CRM Activities for Follow-up submodule to open the resource card of the contacts of CRM activities for follow-up. - Open Resource Card of Account Managers of CRM Activities for Follow-up
Use the CRM Activities for Follow-up submodule to open the resource card of the account managers of CRM activities for follow-up.
Parent Topic: CRM Activities for Follow-up