Setup an Activity for Opportunities
Setting up an Activity to use with Sales Lead Management in RMS.
Steps Required
Have your System Administrator complete the following.
- Go to Setup > Sales Lead Management > Activity in RMS.
- Select 'Add'.
- Enter Activity Code.
- Enter Activity Description.
- Select Associated Opportunity Types.
- Save/Exit.
Visual Guide
Go to Setup > Sales Lead Management > Activity in RMS.
Select 'Add' to create a new Activity.
Enter Activity Code.
Enter Activity Description.
Select Associated Opportunity Types.
Select 'Save/Exit' to create the new Activity and return to the main setup screen.
