Sales Activities

• The  follow-up of sales activities is recorded under the sales menu. The sales activities consist of

• Task
• Event
• Meeting
• Call
• Email

• To define Sale Activities , go to the Sales > Activities page of the Sales module

Task

• Can be accessed a task by clicking New Activity > Task

• The Task Information form is filled out. The task may be related to a Partner, Opportunity,  Quotation or Sales Order. The actual status of the task is updated as and when the task is progressing.

Event

• Can be accessed an event by clicking New Activity > Event

• Event information can be assigned to an opportunity, partner, quotation or sales order. The Subject, Start/End date , time, and location.is to be entered. The status is updated as and when progress is made.

Meeting

• Can be accessed a Meeting by clicking New Activity > Meeting

• To arrange a meeting basic meeting information is filled out,. The subject, Start/End date , time, and location is to be entered, The meeting can be related to a Partner, Opportunity, Quotation and Sales Order.

Call

• Can be accessed a Call by clicking New Activity > Call

• To keep a complete log of all customer communications,  call information can be entered in the New Call Form

Email

• Can be accessed an Email by clicking New Activity > Email

• select the contact then fill in Subject,and email content.