Activities

Accounts, opportunities, contacts, and leads display related activities in each record. From the Activities panel and page, you can review email exchanges, notes, call logs, past and future tasks and appointments, as well as recent updates to that record. The activity history for each record is sometimes called its Activity Stream.

Activities Panel

The Activities panel displays a read-only version of the most urgent pending tasks (callout 1 in the screenshot) and the most recent updates or communications (callout 2). To view and update these and other activities, go to the Activities page by clicking View All Activities (callout 3).

Activities Page

To view and edit all your activities:

• In the Activities panel click View All Activities.
• In the Action Bar enter show and select Show Activities.

To see specific activity types enter filter in the Action Bar and select a type. Use keywords to search through the text of notes, tasks, appointments, and the first lines of emails.

The Activities page shows all the pending appointments and tasks. Pending tasks include both tasks with future due dates and incomplete or overdue tasks. Click the heading to collapse the Pending section.

Past activities, email threads, and updates are listed by date.

Activities Page

Callout Number	Description
1	Action Bar to filter and search.
2	Pending to-do tasks and appointments. The Pending section is closed by default.
3	Dates on past activities, updates, and emails.
4	Actions on tasks, appointments, and emails. For example, you can call a contact on a task by clicking Call. If there's only one contact associated to the task, the call dials directly. If multiple contacts are associated, you can choose which one to call. For emails, clicking Send Email opens an email compose window addressed to all the contacts associated with the record in the To field. Resources are copied (entered in the CC field). You can also log an email that was sent outside the application by selecting Log an Email.

Eloqua Web Activities

If you are using Oracle Eloqua, you can also view a full list of Eloqua web activities including:

• Form submits
• Web visits
• Email sends, opens, and clicks

Callout	Description
1	Indicates the web activity type.
2	Summary of the general subject.
3	Number of pages viewed and link to the first page viewed during the session.
4	Duration of the session.
5	Contact who visited the website.
6	Date and time when visit started.