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Overview of Activities

Oracle Sales and Marketing provides you with several tools to manage information, action items, and promotional responses. The Activity tab defaults to your To Dos list, which lets you manage the days events for all open items. You may retrieve specific information from the Find Activity window based on search criteria. For example, a sales representative returning from vacation can review all the To Dos during their absence. Another example is a new hire can review all Notes for a specific company to familiarize themselves with an account.

When you select the Activity tab, a summary window appears with five buttons to manage: All, To Dos, Notes, Interactions, and Notifications. A sales representative can choose any button to review the details. When you choose All, To Dos, or Notes, you can add new records. All information within the Activity module uses a folder window that lets you personalize the format and print the contents.

The five buttons are defined as follows:

All: Lists all your To Dos, Notes, Interactions, and Notifications.

To Dos: Lists of all your action items. You can assign an action item to another employee. The To Dos detail window is the same as the Notes detail window, but has the following additional fields: Due Date, Time, Priority, and Close By. It also has a check box, which lets you indicate if the action item is personal or work-related.

Notes: Lists an activity history for a company, account, or a contact Anyone with access to an account can view or add notes.

Interactions: Lists the interactions between you and a contact. This window is read-only.

Notifications: Reserved for future use.

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