How to...

You can create, copy, edit, search, or delete activities.

Many of the procedures that you use in the Hubs are similar across all hubs (for example, Copy a Record). For detailed information, see: Hubs Basic Procedures

Related Topics:

  • Add an Activity
    You can create a new activity from the Activities hub. When you create an activity, the activity is linked to contacts (both qualified and leads), firms (client and vendor), projects, opportunities, marketing campaigns, employees, and user-defined hubs.
  • Edit an Activity
    You can edit any activity in which you are an attendee. You can also edit activities that are associated with hub records for which you have editing rights. For example, if you can edit an opportunity, then you can edit any public activity associated with the opportunity. The Activity form has a private checkbox that limits viewing rights to attendees only (regardless of your rights to associated records).
  • Schedule a Follow-up Activity
    You can schedule follow-up activities for any existing activity via the Activities tab on many of the hubs. For example, you can schedule a follow-up phone call with a potential client.
  • Add an Attendee to an Activity
    You can add attendees to an activity on the Activity form. Attendees can be both employees within your company and contacts (for example, vendors, clients, consultants, and others who are external to your company.
  • Set an Activity Reminder
    You can create reminders for your scheduled activities. These reminders can occur via email or a pop-up alert, and you can specify how often you want to receive activity reminders.
Parent Topic: Activities