Creating a new Lead Activity record

Additional Information
Lead Activity Notes

In the Lead Activity view, you can create a new lead activity from the Search Criteria/Grid page or from the Details page. If your user id has the correct permissions to create a new Lead Activity, a Create button displays on both of these views in iTopia.

  • Note: The ability to create new records is controlled by the permissions assigned to the resource within the role. Specifically, the Lead Activity resource assigned to your role must include the 'Create' operation.

Creating a new Lead Activity record:

  1. From either the Search Criteria/Grid page or the Details page, click on Create.

  2. The Lead Activity/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the lookup a Company Number in the Company field. Enter the number of the current company in which you are working. This is a mandatory field.

    • The Activity Key updates when you click Continue or Save from the Details page. The Activity Key is a system generated key that is assigned to every Activity record created in the CRM module of PointForce iTopia.

    • Enter or select from the lookup a Lead Key which represents the Lead for which the new Lead Activity will apply.

  3. When all of the information is entered, click Continue to continue creating the new lead activity.

    Note:You can have multiple activities for a single lead.

  4. The Lead Activity-Detail page opens for the new activity. All of the fields on this page are either blank or contain a set default. You must enter all of the mandatory fields before you can save this new activity record. The following fields are mandatory:

    • Description
    • Type
    • Stage
    • Activity Owner

    Note: If you omit entering any of the mandatory fields, the message: "An entry is required" displays beneath each offending field once you click Continue or Save.

    For details on the information required in every field, please see the field descriptions outlined in the Lead Activity-Details Page topic.

    Warning: If you Personalize the Lead Activity-Details page, you must include all of the required fields. If you do not include all of the required fields, you will not be able to save records in the Personalized view.

  5. When all of the information is entered, you can click Continue or Save:

    • When you click Save, all of your changes are saved and you remain on the Lead Activity-Details page. Once you click Save, the lead activity is successfully created and the Submit, More Actions, Delete, Create and Copy buttons display on the Details page. If you click Submit, the changes are saved and you are returned to the Create page where you can enter a new lead activity. For details on the remaining action buttons, please see the Button Functionality on the Details Page topic.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page . The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Continue, Save or Submit action buttons will be discarded.

    • When you click Continue, the Lead Activity Note create page opens.

  6. The Lead Activity Note page allows you to add a CRM Note Category and Note Text to the current Lead Activity.

    Note: It is not necessary to enter Lead Activity Notes for the Lead Activity Record. If you do not need to enter Lead Activity Notes for the current record, simply click the Save and then click Submit to return to the Lead Activity/Create page to create a new Lead Activity record or click the Return to Search Page icon to return to the Lead Activity Search Criteria/Results page.

    • When the Lead Activity Note page opens, the CRM Note category and Note Text fields are blank.

    • For more information on the Lead Activity Note page, click here.

    • You can enter multiple Lead Activity Notes for the current lead activity.

  7. When you have added all of the required CRM Note Category and Note Text, you can click on Submit or Continue:

    • When you click Submit all of your changes are saved and you are returned to the Create page where you can enter another company/lead combination and create a new Lead Activity record.

    • When you click Continue, the Lead Activity page opens for the current record.

  8. You have now set up your new Lead Activity record. From the Details page, you can review the Lead Activity set up and the Activity Notes by clicking on Continue or by selecting the link from the Related section at the bottom of the Details page.

 
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