Configuring Activity Results
Adding an Activity Result
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From the Administration menu, select Client Relations, select Activity Management, and select Activity Results.
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Click New and complete the following fields:
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Code: Enter a code.
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Description: Enter a description, for example, Success.
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Sequence: Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned.
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Click Save to save and exit or click Save and Continue to save this code and add another.
Editing an Activity Result
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From the Administration menu, select Client Relations, select Activity Management, and select Activity Results.
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Enter search criteria and click Search.
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From your search results, select the code, then click the vertical ellipsis Actions menu and select Edit.
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Inactive: Select the check box to make the Activity Result inactive.
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Update the configuration.
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Click Save.
Deleting an Activity Result
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From the Administration menu, select Client Relations, select Activity Management, and select Activity Results.
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Enter search criteria and click Search.
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From your search results, select the code, then click the vertical ellipsis Actions menu and select Delete.
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Click Delete to confirm.
Parent topic: About Sales Activities