The information about the activities performed for planned sales are recorded on the Sales Activities section. The information about the activities performed is recorded by clicking "New" button after the activity type is specified. The sales activity types are grouped under the following headings.
- Research
- Phone Call
- Correspondence
- Appointment
- Meeting
- Presentation
- Proposal
- Contract
The buttons located at the top of the Sales Activities window or the options of the right mouse button menu are used to sales activities or to modify the existing definitions:
| New | Used to define a new sales activity. |
| Update | Used to modify sales activity information. |
| Delete | Used to delete the sales activity. |
| View | Used to view the sales activity information without making changes. |
| Copy | Used to create a new record by copying the sales activity information. This button provides fast data entry. |
Multiple Delete | Used to delete more than one record simultaneously. | |
| Filter | Used to display the records matching the filter conditions specified in the sales activities list. |
Change Salespersons | Used to link the sales activity information to another salesperson. | |
Proposal Alternatives | Used to display and view the proposal alternatives. The option is located in the right mouse button menu of the Proposal lines. | |
Generate Revision | Used to generate a new revision if the proposal information is changed. | |
Contract Details | Located in the right mouse button menu of the contract activity lines. Used to view the details. | |
Contract | Used to record the contract information for approved proposals. | |
Transfer to MS Word | Used to transfer the proposal and proposal revision information to Word. | |
| Record Information | Displays the time and the user of the first registry and the last modification of the record. |
Number of Records | Displays the number of recorded sales opportunities. | |
Refresh | Used to refresh the sales activities list. | |
Back to Defaults | Displays the sales activities window with the dimensions defined in the application. |
