Adding contacts and leads
To add contacts and leads:
- Click Attendees tab. on the
- Use the Lookup Attendees screen to find contacts or leads you require to add as attendees to the activity.
- Specify the first few letters of the person first name or last name, add an asterisk*, and click .
- Select one or more contacts or leads, and click .
- Repeat steps 3 and 4 until you have selected all of the attendees you require to add to the activity.
- Click , when finished.