Adding Activities

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You can access the Activities page by clicking the Activities sub-tab on the Account Details page, as shown in Figure 1.

 

accountdetails

Figure 1 Accessing the Activities Page

The Activities feature in the Accounts module is almost identical to those in the Contacts and Pipeline modules. While the page of the Contacts module displays only those activities that are associated with a particular contact, and the Activities page of the Pipeline module only displays activities related to a particular opportunity, the Activities page in the Accounts module displays all activities for an account across contacts.

The Activities feature in the Accounts module enables you to record activities as the activities occur, and to plan your future course of action by scheduling activities.

You can record and schedule activities for the following entities:

An account, without specifying the contacts.
A particular contact associated with an account.

You can log an activity or schedule an activity for the account on the Activities page, as shown in Figure 2.

 

accountactivitylogging

Figure 2 Logging and Scheduling an Activity

For more details, refer to Log an Activity and Schedule an Activity.

To record an activity for a particular contact associated with an account:

1.Click the Contacts sub-tab on the Account Details page.

A list of contacts associated with this account is displayed, as shown in Figure 3.

 

account_contactpage

Figure 3 Viewing Contact List

2.Click the contact name link, shown in Figure 3.

The contact details are displayed, as shown in Figure 4.

 

accountcontactdetails

Figure 4 Viewing Contact Details

3.Click the Activities tab, shown in Figure 4.

A new page allowing you to log an activity or schedule an activity for the contact "Mr. Joe Smith" who is associated with the account "Focus Tech" is displayed, as shown in Figure 5.

 

account_contact_loging

Figure 5 Viewing the Activities Window

For more details, refer to Log an Activity and Schedule an Activity.