OFS Pro User Guide

Activity Types

This grid shows the list of activities in OFS Pro. Users can add, edit and delete activity types:

Activity Types Screen

Add a New Activity Type

1. Right click and select New.
2. Type the name of the activity type.
3. Load an image and select OK.

New Activity Type Screen

Edit an Activity Type

1. Right click and select Edit.
2. Edit the name or image.
3. Select OK.

Activity: Meeting Screen Edit

Add a New CRM Activity Type Result

1. Click on: “Click here to add a new CRM activity type result”.
2. Type a description.
3. If follow up is required, check the checkbox: “Follow up required”.
4. Select the number of days after which to do a follow up and select OK.

New CRM Activity Type Result Screen