Contacts Tab of the Create Activities Dialog Box (Workflows)

Use the Contacts tab to associate multiple contacts with an activity. When you schedule an activity, you can enter one contact name in the Contact field on the Detail tab of the Activities dialog box. The Contacts tab allows you to associate additional contacts with the activity.

Field Description
Name To enter a contact name, click Insert and select the name on the Contact Lookup.
Business Phone When you enter a name in the Name field, Vision automatically enters the business phone number, if applicable, in this field.