About Sales Activities
Prerequisites for Activities Configuration
The Activities feature in OPERA Cloud Sales and Event Management helps you keep track of upcoming appointments, sales calls, follow-up with contacts, things to do, and so on. Use Activities to manually or automatically create reminders and to-do's for Accounts, Contacts, and Business Blocks. Activities may be assigned to multiple sales owners; with each owner receiving a separate copy of the Activity.
Start by configuring the various activity types. For more information, see Configuring Activity Types.
With the Activity Result OPERA Control enabled you can configure activity result codes; one of which must be selected when completing the Activity. For more information, see Configuring Activity Results.
When the Auto Traces OPERA Control is active, Activities can be automatically created through the setup of activity trace codes and auto trace rules, which use rules and conditions to determine when an Activity should be created. Activity trace codes are selected in Sales Accounts, Contacts, Blocks or Activities to auto-generate activities for the entity, based on the Activity Trace Definition.
The following dashboard tiles are available specifically for Activities:
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Activities: View Activity counts for today.
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Appointments: View the number of appointments today.
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To Do List: View the To Do List for today.