Tutorial 5

Completing an Unscheduled Activity in Sage SalesLogix

Unscheduled activities can occur unexpectedly throughout the day. It is a good idea to keep Sage SalesLogix open at all times so you can quickly access contact and account information. After you respond to an unscheduled activity, you should complete the activity in SalesLogix to create a record of the interaction with the contact or account.

When you complete an activity, details about it are recorded on the Notes/History tab for the related account, contact, or opportunity. These records ensure that the history of interactions with the contact or account is kept up to date.

Our scenario:

You received an unexpected call from Tom Dale. You need to complete an activity for the unscheduled phone call and schedule a follow-up meeting.

There are several ways to complete an activity in SalesLogix. The following method allows you to complete the activity, schedule a follow-up meeting, and carry over the notes.

To complete an Unscheduled Activity

1. Open Tom Dale’s Contact Detail view.
2. On the Toolbar, click Complete an Activity.
3. In the Complete an Activity for (Contact Name) box, select Phone Call.
4. Click OK.
5. In the Complete Phone Call for (Contact Name) box, the Date Scheduled and Completed should be the current date.
6. To enter a Time and Duration for the call, make sure Timeless is not selected, and then in the Duration box, double-click to use the timeline to specify time and duration.
   Click OK to close the timeline.
7. In the Result box, select a result from the list.
8. To schedule the follow-up meeting, in the Schedule a Follow-up area, in the Type box, select Meeting.
9. Select Carry Over Notes to add the notes for the phone call to the scheduled meeting notes.
10. In the Regarding and Category boxes, select an item from the list.
11. In the Notes box, type any information regarding the phone call.
12. Click OK.
    The Select Activity Start Date calendar appears for you to select the date for the follow-up meeting.
13. Select a date for the meeting, and then click OK.
    The Schedule Meeting box automatically opens for you to invite others to the meeting.

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