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Creating Activities in Sales Handheld

Throughout the day, you have new tasks to accomplish and activities to monitor. These activities are part of your business. By keeping track of these activity records on your handheld, you make sure your team members know about these tasks, and you create a valuable history of your past interactions with customers.

To create a new activity

1. Navigate to the Activities screen.

   The My Activities list appears.

2. From the File menu, select New Record, and in the new row, complete the necessary fields.

   A default value is provided in the activity Type field.

3. Drill down on the hyperlink value in the Type field.
4. In the More Info form, pick the appropriate activity type from the list, and complete the fields.