Creating a New Activity and Assigning a Deal Team Member

You can create a new activity and assign a deal team member. Use the following procedure to create a new activity and assign a deal team member.

To create a new activity and assign a deal team member

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

2. In the Opportunities list, drill down on the opportunity, and click the Activities view tab.

3. In the Activities list, add a record, and complete the necessary fields.

4. In the Employees field, select the employee to assign to the activity.