The systematic qualification of sales cases up to an order requires extensive activities in the form of tasks, appointments, phone calls, and of course correspondences. In every sales form, you can find functions for creating activities which you can then manage in the activity management.
Activities have defined statuses representing the workflow. You can specify the status in the activity management or directly in the Activities tab. You can recognize the status done, e.g., by a check mark in the Status field on the Activities tab of a sales case. Here, you can mark an activity of the type task, appointment or phone call as done by clicking the symbol.
Using Activity (New) in the function bar, you can create new activities for which you are then automatically set as the person handling it. Activities that are created from a sales case are directly connected to this record.