Adding a History Item

History items are completed activities, emails, questions, and database changes.

To add a history item:

  1. On a Contact, Account, Lead, or Opportunity detail view, click the Notes/History tab.
  2. Click (Complete an Activity)
  3. Choose to complete a scheduled activity, or an unscheduled activity.
  4. Follow the steps to complete an activity.
    If you scheduled a follow-up activity, the Schedule an Activity dialog box opens.
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