opens the dialog new activity. The
comment-button 
shows the
comment of this highlighted activity in full.The overview sales opportunities is found in the menu Sales & Marketing. The set up is the same as the dialog activities, however, it shows only those activities stored under the trail sales opportunities.
Use the button delete to delete an individual, highlighted activity. Before the message is deleted, confirm this action with a safety question.
Double click on an activity to edit the same within the list
box. The insert-button opens the dialog new activity. The
comment-button shows the
comment of this highlighted activity in full.
Figure 39: Dialog Sales Opportunities
|
Context menu on Activities within the List Box Sales Opportunity | |
|
Comment |
SIHOT shows the full comment |
|
New activity |
SIHOT opens the dialog new activity. |
|
Delete |
Deletes the activity. |
|
Edit |
To edit the activity in the list box. |
|
Traces |
SIHOT opens the dialog edit activity, to amend the activity (e.g. to enter a follow-up date). |
|
Guest profile |
SIHOT opens the guest profile. |
|
Synchronise |
Synchronises the activity with Microsoft Outlook. |
|
Change appointment date |
Use this function to change the date/time of the activity. |