Schedule an Activity in the Info Center
You can schedule an activity directly from a Client, Contact, Lead, Marketing Campaign, Employee, Opportunity, or Project Info Center record.
To schedule an activity from an 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.
- On the Activities grid toolbar, click Insert.
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On the Activity dialog box, complete the following actions:
- Complete the fields on the Detail tab.
- Use the tabs to add leads, attendees, and contacts. Select the Notify Attendees check box on the Attendees tab and/or Contacts tab to send activity notifications to attendee and/or contacts.
- If this is a recurring activity, click the Recurrence tab and specify a frequency and duration.
- If you have user-defined tabs, click these tabs to add information to the activity.
- Click OK to close the Activity dialog box. Vision inserts the activity details in the Activities grid on the appropriate tab (Activities tab or CRM Info tab).
- Click Save to save and schedule the activity.