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How-To archive in Cyberforms

3

CyberForms: How to Archive Current Activity

 

SUMMARY OF ISSUE

CyberForms user has a large number of outdated/done deals/dead leads or lost sales in their current activity that they would like to archive.

 

MORE INFORMATION

For more information please call CyberForms Technical Support at 866-892-5060

 

APPLIES TO

CyberForms 4.2+

 

SUMMARY OF RESOLUTION

1) Open CyberForms

2) When Current Activity appears, click on first deal in list.

3) Browse through each deall in current activity and update the "Sales to Close in" compulsory field to appropriate label.

4) When finished updating "Sale to Close in" field for each worksheet, click "Browse Activity"

5) Click "Compress and Reindex" in upper right hand corner of Current Activity Screen

6) When "Compress and Reindex" finishes with message "Compress and Reindex completed successfully", click ok

7) Click "Archive Activities" to conclude Archiving Process

 

MORE INFORMATION

For more information please call CyberForms Technical Support at 866-892-5060

 

CyberForms: How to Archive Current Activity

 

APPLIES TO

CyberForms 4.2+

 

 

Our flagship product, CyberForms, is the leader in front-office and mobile-office industrial sales force automation software.
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" CyberForms Significantly boosts sales productivity
and reduces administrative expenses. It has exceeded all of our expectations."
- Paul Liesern, Vice President,
Ohio Machinery Company

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Frequently Asked
Questions
Go through our extensive cyberform documentation.
If your question is not answered, please
contact us.

 
 
Machinery Price
Updates
If you are an authorized CyberForms users can upload current machinery price lists Click here

 
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