Add activities for which the time must be tracked to a daily report template. When a
report is created by using the template, all the activities in the template are added in the
report. Sales reps can then add the time that was spent on each of those activities.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled.
|
| User Permissions Needed |
| To add activities to daily report templates: |
CGCloud Business Admin
OR
CGCloud Retail Business Admin
|
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From the App Launcher, find and select Daily Report Templates, and
then select a template.
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In the Daily Report Template Activities related list, click
New.
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Select an activity.
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Enter the number of hours for which the template is active, and then save your
changes.
