Create Activities Dialog Box (Workflows)

Use the Create Activities dialog box in Workflow Configuration to create an activity, such as schedule a meeting or arrange a phone call, that will be triggered when a workflow event occurs.

Related Topics:

Display the Create Activities Dialog Box (Workflows)
You display the Create Activities dialog box in Workflow Configuration.
Detail Tab of the Create Activities Dialog Box (Workflows)
Use the Detail tab to enter details about the activity that you want to have occur as the result of a workflow event.
Attendees Tab of the Create Activities Dialog Box (Workflows)
Use the Attendees tab to add attendees to an activity or delete attendees from an activity, as needed.
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.
Campaign/Leads Tab of the Create Activities Dialog Box (Workflows)
Use the Campaign/Leads tab to associate a marketing campaign as well as one or more leads with an activity.
Recurrence Tab of the Create Activities Dialog Box (Workflows)
Use the Recurrence tab to flag an activity as a recurring event, and to specify the frequency and duration of the activity recurrence. You can set up activities that are scheduled to occur on a daily, weekly, monthly, or yearly basis.

Parent Topic: Fields and Options

Contents

Index

Glossary

Search Results

Create Activities Dialog Box (Workflows)