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Associating an Activity with an Account

An activity is a task or event that is generally, but not always, performed for a contact, an account, or an opportunity. You attend meetings, calls, presentations, and perform other activities associated with an account. You can use the Activities list to enter and track account-related activities. If the activity has a time associated with it, the activity appears in the Activities list and Calendar.

An account can have numerous activities associated with it. You can associate an activity with an account to track which activities you have completed and track those you want to accomplish in the future as you manage the account relationship.

To associate an activity with an account

  1. Navigate to the Accounts screen, then the Accounts List view.
  2. In the Accounts list, drill down on the Name field of the account associated with the activity.
  3. Click the Activities view tab.
  4. In the Activities list, select the record to associate with the account.

    For information about how to add an activity, see Creating Activities (End User).

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