Work with the Activity Report Page

On the Activity Report page:

  • manage data in the specific field sets;

  • open the appropriate activities and use filters to display only matched ones;

  • manage the tracked CT Products via Visit:

    • within the active Marketing Cycle, the corresponding records fill out the CT Product tabs and the Special Trackings tab;

    • assign Inventories to Accounts to track them;

  • Add participants and check expenses via Event;

  • As a manager for a Joint Visit.

    • select the representative’s activities to link them to the Joint Visit;

    • fill out the report for the representative.

Add an Event Member

There are two ways to add participant(s) to the Activity with the Event record type.

On the Activity Report Page

To add participants to the event:

  1. Open the required Activity Report page for the Activity with the Event record type.

  2. On the Event Members tab, click Add event member.

  3. Fill in the fields.

Participants are added.

On the Contacts tab

Previously, add the Add selected to event button to the Contacts tab:

Add Button to the Layout

To add the button to the Contacts tab:

  1. Go to Setup → Contact → Search Layouts for Salesforce Classic.

  2. Click Edit next to List View.

  3. In the Custom Buttons section, move Add selected to event to Selected Buttons.

  4. Click Save.

The button is added.

Add Participants

To add Contacts as participants to the Activity record with the Event record type:

  1. Go to the Contacts tab.

  2. Select a list view.

  3. Select the required contacts.

  4. Click the Add selected to event button.

  5. In the window, select the Activity record and the type of the added Contact records.

    add selected to event window

  6. Click Add participants.

Participants are added.

``