Configuring Sales Activity Results

Prerequisites for Activity Results

Activity Results are pre-configured descriptions of sales activity results. When the Activity Results OPERA Control is active and the Complete check box is selected in a sales activity, a Result list appears for sales agent to select a value and complete the activity.

Adding Sales Activity Results

1. From the Administration menu, select Client Relations, select Activity Management, and select Activity Results.

2. Click New and complete the following fields:

   1. Code: Enter a code.

   2. Description: Enter a description, for example, Success.

   3. 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.

3. Click Save to save or click Save and Continue to save this code and add another.

Editing Sales Activity Results

1. From the Administration menu, select Client Relations, select Activity Management, and select Activity Results.

2. Enter search criteria and click Search.

3. From your search results, select the code, then click the vertical ellipsis Actions menu and select Edit.

4. Inactive: Select the check box to make the Activity Result inactive. 

5. Update the configuration.

6. Click Save.

Deleting Sales Activity Results

1. From the Administration menu, select Client Relations, select Activity Management, and select Activity Results.

2. Enter search criteria and click Search.

3. From your search results, select the code, then click the vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm.