Where can I define Sales Activity Types and how are the used?
Sales Activity Types can be defined in Master Data > CRM.
Go to Master Data > CRM > Sales Activity Types to define new types such as:
BE - Visit
DO - DEMO
SC - Sales Call
These types can then be used in the Sales Activitities application.
- Go to CRM > Sales Activities.
- Open an existing activity or create a new one.
- Add a sales activity type.
