Activity Step Table
Contains the steps within each activity.
For each activity, you can enter as many steps as you want. When entering a step, you specify the type of step (blank, phone call, meeting) and the priority it has. You can also enter a date formula to specify when the step should be carried out.
List of Fields in the Table
To see the list of fields in this table, change to the Classic view. Choose the Choose View button in the upper-right corner, and then choose Classic.
| Field | Location |
|---|---|
| Description Field, Activity Step Table | Relationship Management |
| Step No. Field, Activity Step Table | Relationship Management |
| Activity Code Field, Activity Step Table | Relationship Management |
| Type Field, Activity Step Table | Relationship Management |
| Date Formula Field, Activity Step Table | Relationship Management |
| Priority Field, Activity Step Table | Relationship Management |