Completing an Activity from the Menu

You may complete a regularly scheduled activity or create and then complete an unscheduled activity. An unscheduled activity is an activity that was not scheduled prior to completion.

When you complete an activity, details about for the same as recorded on the Notes/History tab for the related account, contact, opportunity, or lead.

To complete a scheduled activity:

  1. From the Schedule menu, select Complete an Activity.
  2. Select the Contact or Lead option.
  3. Depending on your selection in step 2, click search_new (Find) next to the appropriate box(es) (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 Clear.png (Remove) next to the appropriate box.
  4. Select the Complete a Scheduled Activity option and then click the Complete next to the activity you want to complete
    Sort the list by clicking a column heading. To change the direction of the sort, click the column heading again.
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