Create a Sales Activity
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In this video, you will learn how to create a meeting activity, invite others, and add
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attachments for a company profile.
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Let's get started.
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You can find the create an activity option in the I want to menu on several screens in
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the application.
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In this example, I go to client relations, and select Activities.
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Next, click the I want to menu, and then click Activity.
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Now, confirm the property, the dates, and enter the start and end times for the meeting.
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Click the type magnifying glass and select meeting from the list then click Select.
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Now, you can edit the purpose.
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Next, click the account magnifying glass and then from the view by drop down list select
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Company.
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Next, enter the company name and click search to look up the company account.
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Now, I can select the account on the left and the contacts for the select account appear
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on the right column.
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Scroll down and select the option for the Account only or choose the option to select
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the Account and Contact.
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In this example, I select the Account and the Contact.
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Enter any notes for the meeting.
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And then click, Save activity and add more details.
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Now, I can see the activity overview.
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Scroll down to the activity notifications.
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Click Invite Owners, then click Add.
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Select the checkbox next to the name of the person to invite to the meeting, and then
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click Select.
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Now, I can see the additional meeting attendee.
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Next to the invite owners link, I see the number one for the additional sales owner
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I just added.
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To upload I click the Attachments link, then click New.
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Now, click Choose File and then select the file to upload, and click Open.
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Enter a file name and a description then click Save.
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Now, I can see the table layout file I just uploaded is saved as an attachment to this
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meeting.
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I can click the vertical ellipsis to delete, preview, or download the file.
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Now, I can see the number 1 next to the attachments link indicating the file that's now attached.
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Next, I click OPERA Cloud to go to the dashboard.
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Scroll down and now I see the meeting I just created on the appointments dashboard tile.
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I can click the appointment to view the meeting details. Next, I'll click Edit.
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When the meeting is finished, I can click the checkbox to mark the appointment as complete.
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I can enter a follow-up date and time, including any notes to create a follow-up activity.