How to Generate Report - All Activities
To generate a report of ALL activities, click on "Search" on the List of activities.
Next, click on the "Salesforce Report" icon on far right corner of the page.
A report of ALL activities will be generated and you can choose to save to local or to print a copy.
How to Generate Report - Activities with Search Filters Applied
To generate a report of activities using search filters, type in the search bar project description/distributor name/customer name.
A list of activities filtered by the search criteria entered will be generated and you can choose to save to local or to print a copy.
Insert a New Activity - General Data Tab
To add an activity inside an opportunity, click on the "+" button on the extreme right side of the screen. This will take users to the activity page. Here, users can insert the details of the activity they wish to save.
Most of the fields will be automatically filled. You will need to insert:
■ "Subject" and "Description" of the activity
■ Insert "Activity type". Click on the icon with 4 lines under "Activity Type" and you can select from the drop menu. Click on one of the options and then click "Select".
■Next, select the "Start Date" and "Due Date", according to when the activity will start and when it needs to be completed.
Once you have filled all the necessary fields, click on the "Save" button located on the top right corner of the screen to save activity. A unique identifier ID will be generated to each activity and using the ID or keyword search, users are able to retrieve the activity quickly.
Insert a New Activity - Doma Tab
On the "Doma" tab, you can upload and save documents related to the activity.
Drag and drop files or use the ‘add files’ button to select and add files.
Next, click the upload icon on the top right corner of the page. After adding files, click the "save" button located on the top right corner of the screen to complete the process.
You may also download the file by clicking the download icon.
To delete file, click on the delete icon.