Activity Types

31 views April 17, 2017 jpajaro 0

Activity Types

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

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 button.

 

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New Activity Type Screen

Edit a Activity Type

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

 

activity types 2

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 days for follow up and select OK button.

 

activity types 3

New CRM Activity Type Result Screen