Adding a contact for the activity

Ensure to enable the Creating related entities in Opportunity and Activity in M3 Mobility Core Tenant Toolbox. Contact your system administrator for assistance.

Contact records for the account must exist.

See Creating a contact.

  1. Open an activity.
  2. Expand the Contacts section.
  3. Click Add.
  4. Select a contact from the list. You can also click Add Contact to create a new contact for the activity.
  5. In the Role list, select a role and click the contact row to implement the selected role.
    Note: You must select a contact record to enable the Role field.
  6. Click Apply.