Next Activity Management

The representative can transfer data, for example, goals and notes, from the finished CT CPG Activity record to the next CT CPG Activity record related to the same Account and/or Contact record.

Follow the guidelines to use the Next Activity functionality:

  1. Think about the data you need to transfer to the next CT CPG Activity:

    • transfer data on the regular basis;

    • transfer data once.

  2. Enable the Next Activity functionality.

  3. Create the Next Call Settings record with the fields and values, and a new CT CPG Activity record to transfer if you need to transfer data on the regular basis.

  4. Create a new CT CPG Activity record with the populated Next Call Date field with the required data to transfer data once.

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