Activity



Critical Fields

1.Activity Type

1.1 Email1.2 Email Campaign1.3 Meeting1.4 Online Meeting1.5 Phone call1.6 Social Media1.7 Task1.8 Whatsapp1.9 Whatsapp Campaign

2.Description : Optional short description of the record3.Sales Representative :This field used for sales rep updating purpose ,the regard will display from employee master when sales rep field is checked4.Sales opportunity : Sales opportunity document details updating purpose5.Start Date :Lead start date6.End date :Lead end date7. 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

Customization