Page History

Related You can create related action records can be created from the Lead, Opportunity, Marketing Campign formsfor from existing records of Leads, Opportunities, Marketing Campaigns. You can log all communication and work for the record in the agent interface with related actions.

Actions

If an you need to perform any action needs to be performed during the record processing, you can add a record for itto work on a record, create a record about it in the agent interface.

Avaialble for the following record types:

• Opportunity

To create an action manually, complete the following steps:

1. Open the record , for which you need to create an action needs to be created.
2. Scroll down the page to see the Related lists.
3. Open the In the Related Lists area, select the Actions tab.
4. Click New and fill in the fields.
5. Click Save or Save and Exitexit to apply the changes. 

Action form fields

To see the list of actions created from a record, open the record form and find Actions related list. To see all actions related to all opportunities, navigate to CRM → Actions → Actions.

CRM tasks

If several departments need to work on the a record, you can add tasks for all of them. The Owneris able to canchange the task state as they work on while working on it.

Avaialble Available for the record following record types:

• Lead
• Opportunity
• Marketing campaigns

To create a CRM task manually, complete the following steps:

1. Open the record , for which an action needs to be created.
2. Scroll down the page to see the Related lists.
3. you need to create a task.
4. In the Related Lists area, select the Open the Tasks tab.
5. Click New and fill in the fields.
6. Click Save or Save and Exitexit to apply the changes. 

Task form fields

To see the list of tasks created from a record, open the record form and find Tasks related list. To see all tasks related to all leads, opportunities and marketing campaigns, navigate to CRM → Actions → CRM tasks.

You can create task templates that automatically add new tasks when a related opportunity's sales stage changes. Thus, task chains can be created to automate the work flow workflow required to move the opportunity by stages. 

Emails

If an email needs to be sent as you work on the record, you can add a record for this email. 

Avaialble Available for the following record types:

• Lead
• Opportunity
• Marketing campaigns

To create an email manually, complete the following steps:

1. Open the record , for which an action needs to be created.
2. Scroll down the page to see the Related lists.
3. you need to create an email.
4. In the Related Lists area, select the Open the Emails tab.
5. Click New and fill in the fields.
6. Click Save or Save and Exitexit to apply the changes. 

Email form fields

To see the list of emails created from a record, open the record form and find Emails related list. To see all emails related to all leads, opportunities and marketing campaigns, navigate to CRM → Actions → Emails.

Meetings

If a meeeting needs to be conducted as you work you need to have a meeting while working on the record, you can add  add a record for this meeting. 

Avaialble Available for the following record types:

• Lead
• Opportunity
• Marketing campaigns

To create a meeting manually, complete the following steps:

1. Open the record , for which an action needs to be created.
2. Scroll down the page to see the Related lists.
3. you need to create a meeting.
4. In the Related Lists area, select the Open the Meetings tab.
5. Click New and fill in the fields.
6. Click Save or Save and Exitexit to apply the changes. 

Meeting form fields

To see the list of meetings created from a record, open the record form and find Meetings related list. To see all meetings related to all leads, opportunities and marketing campaigns, navigate to CRM → Actions → Meetings.

Phone calls

If you need to make a phone call needs to be conducted as you work while working on the record, you can add  add a record for about this phone call. 

Avaialble Available for the following record types:

• Lead
• Opportunity
• Marketing campaigns

To create a phone call manually, complete the following steps:

1. Open the record, for which an action needs to be created.
2. Scroll down the page to see the Related lists.
3. you need to create a phone call record.
4. In the Related Lists area, select the Open the Calls tab.
5. Click New and fill in the fields.
6. Click Save or Save and Exitexit to apply the changes. 

Phone Call form fields

To see the list of phone calls created from a record, open the record form and find Calls related list. To see all phone calls related to all leads, opportunities and marketing campaigns, navigate to CRM → Actions → Phone calls.