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Changing the Status of Activities (End User)

After performing the recommended activities, you can change the status of activities. Changing the status of activities allows you to communicate to others that the activity is in progress, completed, or rescheduled.

This task is a step in Process of Working with Objectives.

To change the status of activities associated with an objective

  1. Navigate to the Accounts screen > Accounts List view.
  2. Drill down on the account record, and click the Outlet Visits view tab.
  3. In the Outlet Visits list, select a visit by drilling down on the Description field.
  4. In the Activities list, change the Status field of the activity.

    NOTE:  You can view the status of Activities by navigating to the Administration - Data screen > Objectives view > Account Status subview > Recommended Activities list. This view is read-only; thus, you cannot change an activity's status in this view.

Siebel Consumer Goods Guide