This shows a list of activity with your prospect, such as meetings.
Activity- Activity - a name or description for the activity.
- Location - where the activity is being held.
- Type - a category for the activity. These are setup in the Activity Types section.
Date- Date - when the activity will occur, or for recurring events, the first date it will occur.
- to - for recurring events, the last date the activity will occur.
- Start Time - the time the activity will begin.
- runs for - how long the activity will go for. Enter a number then select the units: minutes, hours or days.
- Reminder - when to remind you of the activity. Leave as 'none' for no reminder.
- Recurrence - how often the activity should occur. Choose an option from the list then fill in the parameters for that option. Leave as 'once only' for a single event.
Participants- Entered By - the person who created the activity
- Owner - the person who is managing the activity. Administrators can pick 'none' which will cause the activity to appear in every user's activities, eg. company holidays
- Participants - other people involved with the activity.
Company & Contact Details- Company - the company the activity involves.
- Contact - a contact involved with the acitivity.
Options- Privacy - determines who can see the activity.
- Public - anyone who can see your calendar can see the details of this activity
- Private - anyone else will see you as busy
- Confidential - nobody else can see the activity.
- Status - the status of the activity.
- Comments - any additional notes.