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Applications Administration Guide > References > Associating an Activity with a ReferenceIn 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 22 shows a sample References list. Reference record fields provide information on the primary representative, the corporate sponsor, and so on. NOTE: Only these Activity Types appear in this view: Reference - Call, Reference - Testimonial, Reference - Visit. To associate an activity with a reference
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Applications Administration Guide |