Clicking on any activity you will get the detail view with activity actions. You can directly complete any activity by clicking on Mark as Complete/Mark as Close and convert any activity to Opportunity/Case by clicking on ‘Convert to Opportunity’/‘Convert to Case’ respectively.
Mark as Complete
You can directly complete an activity from calendar itself by clicking on Mark as Complete On clicking this button, warning message appears. Click “OK” to complete the activity and its status is updated as Completed.
Mark as Cancel
When you click on Mark as Cancel button for an activity, a warning message appears. Click “OK” to remove from the calendar and its status will be updated as Closed in the CRM.
Convert Activity to Opportunity
Activities like Tasks, Phone calls, Letters, Fax, Custom Activities and Emails can be converted to opportunity from calendar directly.
Convert Activity to Case
Activities like Tasks, Phone calls, Letters, Fax, Custom Activities and Emails can be converted to Case from calendar directly.
Convert Activity to Lead
Only Email activities can be converted to lead.
End series option is available in case of recurring appointment.
On clicking End Series button, you need to select when you want appointment series to end. It can be either “This event” or “Following events from selected date”.
If This Event option is selected, it ends that appointment by selecting ‘Complete’ or ‘Cancel’ the activity. The status will be updated as per selection of Complete or Cancel.
Selecting Following events from selected date option, you need to select series end date and the related status. The status will be updated as per selection of Complete or Cancel.
Deactivate Bookable Resource Booking
By clicking on Bookable Resource activity, the details of Bookable Resource will appear.
You can Deactivate the Bookable Resource Booking by clicking on Deactivate button.
Reminder of Activity
You will receive a notification for reminder of the activity before few minutes from the start time of the activity set from the backend default configurations.