WindoorERP Documentation 19.0

Define specialized sales activity types, reminder actions, and automated templates

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Configures granular sales activity categories (e.g. Profile Sample Presentation, Contract Signing Meeting, Site Access Coordination) with default user assignments and automated email confirmations.

Before you start

  • Sales Configuration privileges.

Steps

Sales activity types catalog list

Sales activity types kanban overview

Sales activity type profile editor

Important

Linking an email template automatically delivers calendar invitations and location details to customers when an appointment is scheduled.

  1. 01
    Open Sales › Configuration › Activity Types.
  2. 02
    Define custom activities specific to fenestration sales operations.
  3. 03
    Configure default delays, action triggers, and linked email templates.

Common mistakes

  • Creating redundant activity types that duplicate generic system categories.
  • Setting delays in hours instead of days.

Continue learning

Configure global Sales settings, custom email signatures, default validity, and margins Administers global sales policies in WindoorERP, including quotation validity…

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