Copy an Activity in the Info Center
You can copy an existing activity to schedule a new one in an Info Center.
To copy an activity in the Info Center, complete the following steps:
- Open an Info Center record.
- Click the Activities tab or, in the Employee Info Center, click the CRM Info tab.
- In the Activities grid, click the row that contains the activity that you want to copy.
- On the Activities grid toolbar, click Copy. The activity's details are copied to a new row in the grid.
- In the new row, modify the activity details.
- Click Save to save and schedule the activity.