Business Activities
Business Activities
- Close or Cancel a Business Activity
- Business Activity overview
- Business Alerts overview
- Business Activity Webinar
- Setting up and Maintaining Business Activity Types.
- Business Activity External Links
- Using the Business Activity Review.
- Using the Service Scheduling Module
- Adding Materials to a Service Billing Activity.
- Adding Time to a Service Billing Activity.
- Creating and completing a Return Merchandise Authorization. (RMA)
- Creating a Business Activity from a record.
- Linking a record to a business activity.
- Setting a Business Activity email template default.
- Sending a Message upon Change of Business Activity Status.
- Using Business Activity manager to bulk update Activities.
- Introduction to Business Activity Manager
- Turning A Group of Service Billing Activities Into Service Orders.
- Using Business Activity Manager to bulk print/email Activities.
Business Alerts
- Using the Web store tab on Business Alerts
- Using Business Alerts for re-ordering.
- Using Business Alerts to create Assemblies.
- User Startup Options for Business Alerts and Dashboard Reports
- Following up on Reminders in Business Alerts
- Managing Employee's use of Reminders in Acctivate
- Establishing reminders