Activity Management Features and Functions

• Activities can be scheduled for specific dates with specific begin and end times


• To-do activities or tasks can be scheduled with specific due dates


• Scheduling and management of recurring activities


• Daily, weekly, and monthly calendar views


• predefined list views of open, closed and overdue activities or tasks


• In addition to the account record, each activity can be associated with at least two additional data record types (contact, case, opportunity, etc.)


• Activities are automatically associated with an account record, when appropriate


• Quick and easy identification of overdue activities


• Files can be attached to an activity or task record


• Activities can be public (shared access) or private ("for your eyes only")


• Group or team scheduling of activities


• Group or team calendar view that shows everyone's scheduled activities and available times


• Activities and tasks can be synchronized to MS-Outlook


• Activities and tasks can be synchronized to various handheld devices


• Activities can be associated with (hyperlinked to) to marketing campaign records


• Predesigned partner sales-related analytics (charts and graphs) are available for display on dashboards and reports


• Activities can be associated with (hyperlinked to) to marketing campaign records


• Activities can be associated with (hyperlinked to) account, contact, and opportunity (deal) records


• Activities can be associated with (hyperlinked to) contract records


• Activities can be associated with (hyperlinked to) case or service request records


• Activities can be associated with (hyperlinked to) to solution (knowledge base) records


• Activities can be associated with (hyperlinked to) project records


• A variety of predesigned activity management reports are available for immediate use


• Predesigned activity-related analytics (charts and graphs) are available for display on dashboards and reports