Create Your Own Activity Lists

You can create your own list of activities. For creating your own lists you must set your search criteria and save the list. You can view your list in the List field.

Here's how you can create your own lists:

1. Sign in as a sales representative.

2. On the home page, click Sales > Activities.

   The My Calendar page appears.

3. Click the Activities subtab.

   The Activities landing page appears.

4. Click the Show Advanced Search icon.

   The Advanced Search pane appears.

5. In the Advanced Search pane, select I Own in the Record Set field.

6. Click Save.

   The Create Saved Search dialog box appears.

7. Name the list.

8. Click the Run Automatically check box, and click OK.

9. View the list in the Saved Search field.