(06.24.01-00) Manage Activities happening on an Opportunity
The Activity tab in the opportunity window is a vital element for the CRM tracking process. This tab displays a timeline view of the activities of the opportunity.
Following are the 4 types of activities that are tracked on this timeline.
Notes: To capture/ view the notes related to opportunity.
Call log: To capture/ view the call log details of the opportunity.
Tasks: To create task against the opportunity.
E-mail: To send the e-mails to respective stakeholders and also to view the e-mail conversation.
Figure 1.0 Timeline view (collapsed)
Click on any month and the expanded view of timeline displays as shown below.
All the activities (Notes, calls, and tasks) created in that month displays.
Figure 1.1 Timeline view (collapsed)
Only one month can be expanded at a time.
Opening a different month will close the previously opened month.