Activities 

Use

This function enables you to plan, track, and document business activities and tasks. A business activity can be a sales call, direct mailing, internet mailing, a telephone call, trade fair contacts, or any other business activity that you define.

To manage your activities, you can create and update:

·        Business activities

·        Tasks

Integration

With Other Mobile Sales Components

To do this:	Use this component:
Create and change the details of a business partner related to an activity	Business Partners
Create and change the details of a contact person related to an activity	Contact Persons
Create and change the details of a trade promotion or campaign for which activities are planned	Marketing
Create and change the details of an opportunity for which activities are planned	Opportunities
Change the details of an employee who is assigned to an activity	Employees
Create sales documents, such as orders and quotations, which are related to an activity	Sales Documents

 

With Mobile System Maintenance Components

To do this:	Use this component:
Define activity journal templates, which are used by sales representatives to report on activities	Activity Journal Definition
Define criteria for the Activities component using Advanced Selection. These criteria are then used by sales representatives to generate a list of business partners while planning a tour.	Advanced Selection

Features

You can:

·        Search for an existing activity

·        View charts for activity. For more information about charts, see Chart Overview.

·        Define an activity as recurrent for a specified time interval

·        Relate a business activity to:

¡        A previous business activity

¡        A single business partner

¡        Any number of contact persons

·        Assign activities to employees in your organization

·        Display the calendars of employees in your organization

·        Create activity journals

These are pre-filled reporting forms that sales representatives use to report on business activities they performed. For more information, see Activity Journal.

·        Collect information on a product related to a business activity.

·        Convert a task to a business activity

·        Create reports for an activity. For more information, see Reports.