Activities
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      3. Activities

      Using Activity Queue

      The Activity Queue component is designed to give you a more comprehensive view of your Tasks, Opportunities and Cases.

      To view the Activity Queue, click on “Activity Queue” under the Activities menu.

      Filters

      The activity queue has several filter options that allow you narrow down the list of activities.

      fiworks-activity-queue-filters

      • Activity Types - Select this drop down field to control which types of actions (All, Tasks, Opportunities, Cases) are included in the Activity Queue.
        Individual campaigns are listed underneath each type in the filter.
      • Status Filters - Select check boxes to control which status codes are included in the Activity Queue.
      • Priority Filters - Select check boxes to control which priorities are included in the Activity Queue.
      • Stage Filter - Select this drop down field to control which sales stages will be included.
      • Assigned To - Select the radio buttons to control which users are included in the Activity Queue. This filter requires an additional security permission and may not be displayed on your screen.
      • Assigned Date - Select this drop down field to control the age of the items in the Activity Queue.

      Sorting

      You can sort the Activity Queue by clicking on the column headers:

      1. Click on the column header in the table to sort by the column.
      2. Click on the column header again to sort in descending order.
      3. Clicking the column header again removes the sort.
      4. Click “Clear Sort Selections” to clear all sorting criteria.
      5. Click "Reset Filter and Sort Selections” clears all sorting and restore all filters to their default settings.

      The column headers will have an arrow symbol besides the column name if the column is sorted.

      Activities

      The activities table shows all of the activities that meet your filter criteria:

      fiworks-activities

      • Check Box – Click on the check box to select one or more activities.
      • Type – Task, Opportunity, or Case.
      • Name - The name of the campaign that generated the item.
      • Subject - The customer or prospect that is the subject of the item
      • Status – The current status of the item. Status is set to Active when the campaign is executed. A user may change the status of the individual item.
      • Priority - The priority of the item. Priority is set when the campaign is executed or when a user changes the priority of the individual item.
      • Stage - The sales stage for opportunities
      • Assigned To – The person that has been assigned the item
      • Assigned Date - The date the item was assigned. This date is set when the campaign is executed or when a user re-assigns the item to another user.
      • Paging Control - Use the paging control to go to the next page or a specific page. You may also change the number of items displayed on each page.

      Editing One Activity

      1. Click on a single check box by the activity that you want to edit.
      2. The Tracking tab will be displayed at the bottom of the page.
      3. Use the fields to change the Status, Priority, Sales Process, Sales Stage, or Assignment.
      4. Click on the Notes tab to see or enter notes.
      5. Click on the History tab to see the history of the activity.

      Reassigning Multiple Activities

      1. Click on multiple check boxes by the activities that you want to reassign.
      2. Enter the name of the person that you are assigning the activities to.
      3. Click Reassign All.