Create the Next Activity

According to your purpose, create the new CT CPG Activity record based on the data from the finished CT CPG Activity record. The Next Activity functionality should be enabled.

Create the Next Activity without filling out the preconfigured fields

Use the Next Call Date field of the CT CPG Activity record to automatically create a new CT CPG Activity record on the specific date when the status of the previous CT PG Activity record changed to finished.

To create the Next Activity record only once:

  1. Go to the CT CPG Calendar and create a new CT CPG Activity record with the Visit record type.

  2. Open the created CT CPG Activity record.

    Also, you can open the required CT CPG Activity from the Calendar or Activity Reports tab.

  3. In the Next Call Date field, specify the date and time of the next CT CPG Activity.

  4. Click Save.

The CT CPG Activity is created.

When a representative finishes the created CT CPG Activity record, a next CT CPG Activity record for the same Account and/or Contact record will be created on the date and time specified in the Next Call Date field of the finished CT CPG Activity record.

Create the Next Activity and fill out the preconfigured fields

Before creating the CT CPG Activity records, specify the required fields and values in the Next Call Settings record.

To create the Next Activity record:

  1. Go to the CT CPG Calendar and create a new CT CPG Activity record with the Visit record type.

  2. Open the created CT CPG Activity record.

    Also, you can open the required CT CPG Activity from the Calendar or Activity Reports tab.

  3. Specify the required fields:

    • In the Next Call Date field, specify the date and time of the next CT CPG Activity.

    • Fill out the field(s) that are selected for the Next Activity functionality.

  4. Click Save.

The CT CPG Activity is created.

When a representative finishes the created CT CPG Activity record, a next CT CPG Activity record for the same Account and/or Contact record will be created on the date and time specified in the Next Call Date field of the finished CT CPG Activity record. Value(s) from the field(s) that are selected for the Next Activity functionality of the finished CT CPG Activity record will be copied to the corresponding field(s) of the next CT CPG Activity record.

``