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CRM Activities

Recent Activities

This is a list of Activities over the last 7 days.

Ribbon Access: Webpage >   http://[servername]:[portno]/BPOCRM/User.aspx

Select the Recent Tab

  1. In the Dashboard (Home page) screen,
  2. Ensure that the Recent tab is selected to be able to view activities over the last 7 days.
  3. If a recent Activity is completed, the activity heading and icon is feint (grey). You will not be able to access the Action buttons.

Display the Action Buttons

  1. If an activity is yet to be completed, then the header and icon will be bold (blue) and if you hover over the activity, the Action buttons will appear:
  • View / Edit this Activity
  • Reschedule this Activity
  • View Case info and history
  • Close this case
  • Next Action (close current activity and create new activity)
  • View customer

Activity Quick View Summary

  1. Single click on any activity. 
  2. To access a quick view summary of the activity information.

  • Click on the blue link in the Who field of any of the recent activities.

  1. The selected Customer Dashboard screen will be displayed.
  2. Here you can view the Customer/Company details and 12 Months Sales History.
  3. A panel of Links tiles can direct you to further information regarding this customer.