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 HomeWorkBook Online HelpTasksFollow-upCRM Activities for Follow-upProcedures
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 HomeWorkBook Online HelpTasksFollow-upCRM Activities for Follow-upProcedures