Completing an Activity

When you complete an activity, or write an email, letter or fax, details about it are recorded in the Notes/History tab for the related account, contact, lead, ticket or opportunity.

You can complete a scheduled activity, or an unscheduled activity, such as an unplanned phone call.

If you do not want to complete the activity, click Cancel to return to the previous view.

Note: The calendar security determines whose activities you can schedule, edit, complete, accept/decline, or delete. You can also view activities associated with contacts, leads, accounts, opportunities, or tickets that you can access.

To complete

You can perform any one of these:
- Open the activity you want to complete, and click Complete.
  Note: If you click Complete from the Edit view, any changes you made is automatically saved and visible in the Complete Activity view.
- From any of the Activities tabs, click Complete.
- From the Activities List view, right-click an activity and select Complete Activity.
- On the Schedule menu, select Complete an Activity. From the Complete an Activity dialog box, you can select a scheduled activity or create a new unscheduled activity to complete.
- On the Alerts or Alarms tab, select the activity you want to complete, then click (Complete Selected Activities).
If you selected a recurring activity and are prompted, select Complete this Occurrence or Complete all Occurrences, and then click Continue.
In the Regarding field, select an item from the list.
Use the Location field to specify a location.
If required, modify the Completed date. To modify the date, click (Calendar) to select the date.
If required, modify the Scheduled date. To modify the date, click Calendar (Calendar) to select the date.
You can perform any one of these:
1. Select the Timeless check box to create an activity that occurs on a specific date, but at no specific time and without a specific duration.
2. Click the Duration drop-down arrow and select a value from the list.
In the Result field, select an item from the list.
If required, use (Find) or (Remove) buttons to change or remove an associated lead, contact, account, opportunity or ticket.
In the Priority field, select the importance of the activity.
In the Category field, select the category of the activity.
In the Leader field, click (Find) and use the lookup to select a leader if someone other than you completed the activity. Not all users are available. You can only choose a user to be an activity leader if you have access to the user's calendar.
In the Notes field, specify any additional information about this activity.
If necessary, specify a follow-up activity in the Follow-Up field. Select the Carry Over Notes or Carry Over Attachmentscheck box to copy notes or attachments from this activity to the follow-up activity.

Note: contact
Click the Availability tab to select and view members and resources who participated in the activity.
Click the Attachments tab to add a document or URL to the activity.
Click the Participants tab to include additional contacts and leads as participants of the activity. Any contacts or leads on the Participants tab will see a history record of the completed activity on the Notes/History tab on the associated Contact and Account Detail view or Lead Detail view.

Note: If the Show history for all participants option is not selected, then you will see a history item for only the primary participant. See Setting Activities Options for more information.
Click As Scheduled to complete the activity using the Scheduled date and time. Or, click Now to complete the activity using the current date and time. If you scheduled a follow-up activity, the Schedule an Activity dialog box appears for you to complete.