Associate Activity Type with a Function and Subtype

Activity types categorize the actions of salespeople. When you associate an activity type with a function and subtype, salespeople can further classify details of an activity.

You can associate a type value with one or more activity function types, such as an appointment, a task, or a call report. Then, you can map the activity type with a subtype. Use lookup types to associate a type value with a function type.

Note: If you don't associate an activity type value with a function type, users won't be able to see that value in the UI. For example, if you add an activity type value of Zoom, you must associate that type value with the Appointment function type or users won't be able to see it.

Here's how to associate a type value with a function and then with a subtype.

1. In Setup and Maintenance, go to:

   • Offering: Sales

   • Functional Area: Sales Foundation

2. Search for Manage Activity.

3. Click the Manage Activity Type and Subtype task.

4. In the Manage Activity Types: Manage Activity Types by Function page, select the relevant activity type. For example, for the activity type Call, select Appointments, Call Reports, and Tasks. The activity type is now mapped to the activity function.

5. Click Next. The Manage Activity Subtypes: Manage Subtypes by Activity Type page appears.

6. Map the activity type to a subtype. For example:

   • Select Call in the Select Activity Type field and then click the add icon.

   • Create subtypes of Inbound and Outbound.

   • Select the Enabled option.

7. Click Save and Close. The activity type is mapped to the subtype.