Make the Activity Folders available in SuperOffice CRM
- Thomas Speekenbrink
- Véronique Borel
- Jan Verlaan (Unlicensed)
Owned by Thomas Speekenbrink
Overview
With Activity Folders, sales and service teams can organize and manage customer-related documents such as proposals, contracts, and sales collateral – then file them automatically in related folders.
When using Activity Folders for a project it is handy to generate the needed folder structure automatically. This folder structure can be created in a template.
Solution
In the Activity Folders portal, a new Panel needs to be created. This panel will be available to all users in SuperOffice CRM.
In the Panel configuration, you can manage certain settings and create folder templates.
- More detailed information on how to create a new Panel, click here
- More detailed information on how to configure the panel and create your folder templates, click here
How to
- First, go to the administrator page for Activity Folders
- Log in with the SuperOffice button
- Click on Create a new Panel
- Choose a name for your panel
- Select a Panel type
- After you have created and configured your Panel please Refresh SuperOffice via the Green Refresh SuperOffice button in the Panel Overview