Activities of sales cases

When you create a case, standard activities for this case are automatically created. After all data has been collected and all important relations (products and services, contacts, competitors) have been set up, the respec­tive activity can be marked as, e.g., Done (see Qualifying cases with activities). Further activities can be created using the functions in the function bar to the right of the form.

Activities you create from a case folder or a sales case, are directly connected to this record. If even more assignments (contacts, documents) are made in the activity, you are offered a preselection of the objects already assigned to this case in the selection dialog.

1. Open a sales record.
2. Click on Activity (New) in the function bar.
3. Edit the activity.
4. Save the record!

If you delete a sales record with activities, the system will ask you whether these activities should be deleted as well. If this is confirmed with Yes, all activities that are assigned to this record are also deleted. Clicking No causes only the respective connection to the case or quote to be removed for all activities that are assigned to the record.

This happens whether the activity has contact assignments or not.