Showing PRIME Actions or All Actions

The actions list on the Actions tab can show either of the following:

• All actions with a PRIME category. (This is the default setting.)

• All the opportunity's actions (including actions without a PRIME category and Tasks created in Salesforce).

If your org is configured not to use PRIME categories, you need to enable the following setting to show all the opportunity's actions on the Actions tab, as described below.

1. In Setup, go to Custom Settings.

2. Click Manage beside Altify Opportunity Manager Settings.

3. Click Edit.

4. To include all actions in the list, select the List All Actions check box.

5. Click Save.