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.
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:
You can log an activity or schedule an activity for the account on the Activities page, as shown in Figure 2.
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:
A list of contacts associated with this account is displayed, as shown in Figure 3.
Figure 3 Viewing Contact List
The contact details are displayed, as shown in Figure 4.
Figure 4 Viewing Contact Details
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.
Figure 5 Viewing the Activities Window For more details, refer to Log an Activity and Schedule an Activity. |