About Activity Type and Subtype

Managers can track the performance of salespeople by their activity type, such as an email or a call. Managers can further track details of an activity using the Activity Subtype field.

For example, the activity type email can have subtypes of outbound, inbound, and others. The Activity Subtype field is dependent on the Activity Type value. Each activity type has a function. The supplied functions are Appointment, Task, and Call Report.

The application populates the type and subtype values from the parent activity to the child activity. After you add the Activity Subtype field to the application, you can:

• Create values for the Subtype field, depending on the type of activity.

• Define relationships between the two values.

• Autopopulate the type and subtype values for:

  • Autocreated tasks, such as logging a call.

  • Followup activities created in the context of an activity, such as creating a call report.

  • Followup appointment or task.

• Autopopulate supplied values from the parent activity when you create a call report or a followup appointment or task.

• Add a new type using the Manage Activity Type and Subtype task.

  Note: If you add a new lookup type, ensure that the lookup code tag has: APPOINTMENT:TASK:CALLREPORT.

Use Application Composer to make the Subtype field available on the create and edit pages of appointments, tasks, call reports, and list pages in the Activities UI. Use the Manage Activity Type and Subtype task to create and edit type and subtype values related to activities. See Add an Activity Subtype Field for more information.