Overview of Activities

Salespeople use the Activities pages to schedule appointments, create tasks and call reports, and view scheduled activities on their calendars.

Key features include:

• Calendars: My Calendar provides a full set of calendar functionality. You can change colors to make calendars more friendly-looking. Associate assets with activities so that salespeople can view the asset calendar and manage their appointments.

• Notifications: After you set up notifications, salespeople receive them in the notifications list and can drill-down into activities.

• Call reports: Call reports help salespeople track key updates to their sales activities.

• Delegation: After you set profile options, salespeople can delegate activities to another user.

• Default record sets: You can configure the default sets of records for salespeople to access tasks and appointments in the Activities tab from other objects such as opportunity and leads.

See the related topics in this chapter for more setup information. See the Using Sales guide for salesperson tasks.