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Adding or Updating Activities for an Account

Complete the following procedure to add or update account activities.

To add or update activities for an account

1. Tap Accounts on the application banner to display the Accounts list.
2. Tap an account in the list.

   All account details for the selected account are displayed in the work area.

3. Create a new account activity as follows:
   1. Tap Activities in the work area, then the plus (+) icon.
   2. Enter the information for the new activity on the New Activities page.

      The Type field is required and must be completed when adding new activities.

   3. Tap Save when finished.
4. Update an existing activity as follows:
   1. Tap Activities in the work area, and then tap the activity that you want to update.
   2. Tap Edit, and update the activity information as required.
   3. Tap Save when finished.