Activity

Critical Fields

1.Activity Type - It defines the Activity type in Follow ups

  1.1 Email  -  It defines the Activity is happened through Email

  1.2 Meeting -  It defines the Activity is happened in meeting

  1.3 Phone call -  It defines the Activity is happened through call

   1.4 Task -  It defines the Activity is happened through a task

2. Description - short Description of the Activity.

3..Sales Representative :This field used for sales rep updating purpose ,the regard will display from employee master when sales rep field is checked

4.Sales opportunity : Sales opportunity document details updating purpose

5.Start Date :Lead start date

6.End date :Lead end date

7. Follow up - check box is enable Below fields are available

   7.1 Follow Up Date 

   7.2 Remind Before(Minutes)

Critical & onetime setup fields

 

Non-Critical Fields

 

Zoom condition’s