Adding Activities

To add an activity:

1. You can add an activity as follows:
   • Select (Collaboration) > New Activity. Select who the activity should be added for (person, company, opportunity participant etc.). Search for and select the desired company or person. Select the type of activity (Telephone, Visit, Letter etc.). Click on Select.
   • Select (Collaboration) > Activities and click on Start Search. Click on (New E-mail to add an e-mail activity.
   • Switch to the Activities node in the company/person tree view and click on (New E-mail).
   • Select (Collaboration) > New E-mail to add an e-mail activity.
   
   
   
   Note: You can also add activities directly in the calendar, >> Adding Appointments.
2. You can select an activity template from the Template name field, >> Activity Templates. The values entered in the template are automatically transferred to the fields in the new activity.
3. You need to enter a Subject in order to save the activity.
4. The current date and next full hour are automatically entered as the start of the activity. You can edit the date and time.
5. The following fields are entered automatically and can also be edited: Type, Rep, Assigned by, Status = Scheduled, Priority = Low, Purpose = Support, Satisfaction = Indifferent.
6. Enter further information concerning the activity on the following tabs:
   • Internal Participants: Select the activity’s participants, >> Adding Internal Participants.
   • Objectives: Enter information on the targets of the activity. If the status of the activity is "Completed", you can also enter information concerning the goals that were achieved. Enter information on the product group that the activity related to.
   • Linked Elements: The following options are available:
     • you can enter a questionnaire (either manually or within the scope of a marketing activity) that should be answered within the scope of the activity, >> Carrying Out a Survey.
     • you can enter a person’s response to a marketing activity here, >> Responses.
     • link the activity to various other records. This can occur automatically as part of a process or you can enter the link manually in the appropriate field.
7. Save the record.

   The activity is displayed in the company’s tree view.

8. You can add additional external participants, >> Adding External Participants.
9. You can add documents to the activity on the Documents tab under Related Data. The number of documents is displayed in the Number of Attachments field on the Linked Elements tab.
10. Click on (Add Lead) to add a lead relating to the activity, >> Lead Management – ISI.
11. Click on (Add Opportunity) to add an opportunity relating to the activity, >> Opportunity Management – ISI.