Adding a History Item
History items are completed activities, e-mails, questions, and database changes.
To add
- On a Contact, Account, Lead, or Opportunity Detail view, click the Notes/History tab, and then click the Complete an Activity
button. - Choose to complete a scheduled activity, or an unscheduled activity.
- Follow the steps to complete an activity.
If you scheduled a follow-up activity, the Schedule an Activity dialog box opens.
