Completing an Unscheduled Activity

To complete an unscheduled activity:

  1. From the Schedule menu, select Complete an Activity.
  2. Select the Contact or Lead option. Depending on the selection, click (Find) next to the appropriate field(s) (Lead, Contact, Account, Opportunity or Ticket), and use the Find dialog box to locate the appropriate record.
    Note: To remove a Lead, Contact, Account, Opportunity or Ticket from the activity, click (Delete) next to the appropriate box.
  3. Select the Create a New Unscheduled Activity to Complete option.
  4. Select Phone Call, Meeting, or To-Doand then click Continue.
  5. In the Regarding field, select Discuss Opportunities.
    To complete the activity, see Completing an activity.
Related topics