Screens

You schedule, modify, and filter activities via the Activity Manager form and related dialog boxes.

Related Topics:

  • Activity Manager Form
    Use the Activity Manager form to schedule, copy, delete, and modify activities for your clients, contacts, leads, marketing campaigns, employees, opportunities, and projects.
  • Activity Dialog Box
    Use the Activity dialog box to schedule activities, add attendees, associate contacts and leads with activities, and perform other activity-related tasks. You can use the Screen Designer to revise the layout and behavior of the tabs on the Activity dialog box.
  • Activities Filter Dialog Box
    Use the Activities Filter dialog box to specify the activities that you want to display in the Activities grid.
Parent Topic: Activity Manager Overview