You can use activity manager to navigate from the list view of one activity to another. Activity Manager provides the following capabilities:
  • View common attributes and fields
  • Edit important attributes directly
  • Filter using predefined queries
  • Search for activities
  • Create new activities

Manage appointments in list view, quick view, and detailed view.

Associate a task with an entity by creating the task from entities such as leads, opportunities, and quotes.

Filter phone calls based on the direction (outbound or inbound), accounts, and employee.

Associate a visit with an entity by creating the visit from opportunities. You can manage visits in list view, quick view, and detail view and filter visits based on the account, status, visit type, owner, or start date.