Adding Activities

Complete the following procedure to add activities.

To add activities

1. Navigate to the Accounts screen, then the Accounts List view.

2. Drill down on the Name field of an account record.

3. Navigate to the Enterprise Selling Process view, then the Partners view.

4. In the Partners list, select the partner, and drill down on the Name field.

5. In the Contacts list, drill down on the Last Name field.

   The Contacts detail form and Activities view appears.

6. In the Activities list, create a new record, and complete the necessary fields.

   If you select Calendar and Activities in the Display In field, then you must specify a start date and time for the record to appear in the Calendar.

   To delegate the activity, select the owner of the activity in the Owner field. For more information, see Activities.