Search for CRM Activities for Follow-Up

Use CRM Activities for Follow-Up to search for CRM activities for follow-up.

To use CRM Activities for Follow-Up, you must have access to Tasks as defined in User Access Rights under Settings.

To search for a CRM activity for follow-up:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > CRM Activities for Follow-Up.
3. On the grid toolbar, use the Search field to enter a keyword that is associated with the CRM activity for follow-up.