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Associating Contacts with Activities in Sales Handheld
When you add an activity to your calendar, you may also want to have a record of contacts who will be participating in the activity.
To associate contacts with activities
- Navigate to the Activities screen.
The My Activities list appears.
- In the My Activities list, select the activity with which a contact will be associated.
- From the Show drop-down list, select Contacts.
- In the Activity Contacts view, tap the Contacts list to select it, and then tap the New Record button.
- In the Add Contacts dialog box, select the contacts, and then tap OK.