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Associating an Activity with a Reference

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In the Activities view, you can see each activity associated with an account. Activities associated with a reference appear in the Calendar view. See Fundamentals for more information on Calendar.

Figure 4 shows a sample References list. Reference record fields provide information on the primary representative, the corporate sponsor, and so on.

Figure 4. References List

NOTE:  Only these Activity Types appear in this view: Reference - Call, Reference - Testimonial, Reference - Visit .

To associate an activity with a reference

Navigate to the References screen.
In the References list, select the account associated with the activities, and then click the Activities view tab.
In the Activities list, add a new record, and complete the fields.

For more information, see Activities.

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