Adding a contact for the activity

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.