How Do I Enable/Disable an Activity Set?

To enable/disable an activity set:

  1. In the Action Bar, click the Edit Activity Set icon, and under Modules, select Activity Sets.

    Edit Activity Set

  2. Under the Action column, click Edit Activity Set to edit the name of the activity set.

    Edit Activity Set

    The Activity Set Name field becomes editable.

    Edit Activity Set

  3. Under the Enable column, select the check box and click the Save button.

    The Activity Set is enabled or disabled as per your selection.

    Note: The activity sets that are used in a sales opportunity cannot be disabled or deleted.

Creating New Activity Sets

How to Set a Stage for a Sales Opportunity?

Creating Sales Opportunities

Viewing Sales Opportunities


Frequently Asked Questions