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Associating Activities with Accounts in Sales Handheld

An activity is a task or event that is generally, but not always, performed for a contact, account, or opportunity. You will likely have many meetings, calls, presentations, and other activities surrounding an account.

Activities provide a place to enter and track this information. If the activity entered has a time associated with it, it will appear on the Activities and Calendar screens.

To associate activities with accounts

  1. Navigate to the Accounts screen.

    The My Accounts list appears.

  2. In the My Accounts list, select the account with which the activity will be associated.
  3. From the Show drop-down list, select Activities.
  4. In the Account Activities view, tap the Activities list to select it, and then tap the New Record button.
  5. In the new row, complete the necessary fields.

    The Type field defaults to Appointment.

  6. Drill down on the default activity Type hyperlink to display the Activities screen's More Info view.
  7. In the More Info form, add and edit details about the activity.

    For more information, see Creating Activities in Sales Handheld.

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