Prerequisites for Activities Configuration
The Activities feature in OPERA Cloud Sales and Event Management helps you keep track of upcoming appointments, sales calls, follow-up with contacts, things to do, and so on. Use Activities to manually or automatically create reminders and to-do's for Accounts, Contacts, and Business Blocks. Activities may be assigned to multiple sales owners; with each owner receiving a separate copy of the Activity.
Activities can be auto-created through the setup of Activity Trace Codes and auto trace rules, which use rules and conditions to determine when an Activity should be created - this can be when a data is created or when existing data is updated or deleted.
With the Activity Result OPERA Control enabled you can configure Activity Result codes; one of which must be selected when completing the Activity.
The Activity tile can be added to your dashboard to indicate the number of open Activities assigned to you or other owners.