Activity Table

List of Fields in the Table

The Activity table contains your activities. You can set up activities for tasks that are made up of a sequence of steps. For example, when a task is complex and can be divided into several subtasks.

You may want to set up activities for larger tasks that you do regularly and which are always made up of the same steps. All the steps within an activity are linked to each other by a date formula.

When you assign an activity to a salesperson or team, the program assigns all the steps that make up the activity to the salesperson or team.

Activities can be assigned to salespeople as part of the management of campaigns and opportunities.