Adding a history item

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

To add a history item:

  1. Click the Notes/History tab on a Contact, Account, Lead, or Opportunity detail view.
  2. Click Complete an Activity.
  3. Choose to complete a scheduled activity, or an unscheduled activity. SeeCompleting an activity from the Menu
  4. Follow the steps to complete an activity. See Completing an activity.
    If you scheduled a follow-up activity, the Schedule an Activity window is displayed.
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