This grid shows the list of activities in OFS Pro. Users can add, edit and delete activity types:
Add a New Activity Type
- Right click and select New.
- Type the name of the activity type.
- Load an image and select OK.
Edit an Activity Type
- Right click and select Edit.
- Edit the name or image.
- Select OK.
Add a New CRM Activity Type Result
- Click on: “Click here to add a new CRM activity type result”.
- Type a description.
- If follow up is required, check the checkbox: “Follow up required”.
- Select the number of days after which to do a follow up and select OK.