Activity

Critical Fields

1.Activity Type

1.1 Email
1.2 Email Campaign
1.3 Meeting
1.4 Online Meeting
1.5 Phone call
1.6 Social Media
1.7 Task
1.8 Whatsapp
1.9 Whatsapp Campaign

2.Description : Optional short description of the record
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)

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Critical & onetime setup fields

 

Non-Critical Fields

 

Zoom condition’s