Creating an activity in Dealer is about as simple as it gets. Just by clicking the "insert new records" button will enable you to create the receiver, follow up and expected dates, type of activity, next stage, quote number, campaign and staff member.

The quotation entry screen launched from the activity screen cross references the letter sent with the quotation. Documents can be printed, e-mailed as an attachment or faxed. This area also holds multi-documents against each activity, i.e Excel files, jpegs etc .

Included is the functionality to update activities with the essentials such as telephone messages, e-mail and dates to follow up and next stage of the activity process.

Launches Microsoft Word and automatically inserts standard letter templates. The activities can be drilled down to display the actions, follow-ups and memo notes held against each enquiry.