Working with Activities in TDF CRM web

In Tour de Force, an Activity is an item that allows users log and track all communication and correspondence associated with customers, prospects, and other business relationships.  

An Activity can be used to document the actions and the results related to sales, consulting, and support requests so users know exactly what happened, when these activities happened, and how much time was utilized to perform or to complete these activities.

Activities are typically used to document what was accomplished during an Appointment item, and what was accomplished when a Task item is completed.

Activities items can be linked to Account, Contact, and Opportunity records, as well as linked to Appointment, Task, and Support items.

Use the following procedures to manually create an Activity:

1. From the Actions menu on the item for which you want to create an activity, select “New Activity."
   

2. Fill in the activity fields, including:
   
   Activity Subject: Brief description of the purpose of the activity
   Activity Type:  Select an appropriate activity type from the dropdown.
   Activity Date:  This will default to today's date. Adjust if needed.
   Activity Duration: Enter length of time taken to complete the activity.   Activity Notes: Enter detailed notes on the outcome of the activity. This is your historical record of the communication or steps taken for this activity.

Once finished, click the Save or Save & Close button to save the Activity record.

Note:  The Activity record is not considered “created” until the Save or Save & Close button is clicked.

Complete and Convert Activity from Appointment or Task
To save time, Tour de Force gives users the ability to complete and convert Appointment or Task items to Activity items.

Activities are the results of an appointment, task or phone call. Activities will typically be entered in TDF for the following reasons:

• An agreement has been reached between the Contact and your Company

• The Activity shows your Company added value to the Contact

• An issue was discussed between the Contact and your Company

• TdF users at your company should see the information

Once you have completed your appointment or task, Complete and Convert the Appointment or Task to an Activity.  

1. Select the appropriate Appointment or Task item and open it up.

2. Click the Complete and Convert Activity button located in the top left corner.

3. You will be prompted for a few options

    

    

   Activity Type: Allows you to select the type of Activity performed

   Include Data: Allows you to choose what type of information will be carried over from the Appointment to the Activity.

   Delete Source Items: Once the Activity is created, do you want to delete the Appointment (or Task)?

4. This will open the Activity form.  Fill out any necessary fields, and then update the “Notes” section with the details from your appointment.

5. Click the Save & Close button to save and close the new Activity item.