Updating an activity budget

  1. Select Customer Lifecycle Management > Budget.
  2. On the Budget page, select a User, a Sales Team, or an Account.
  3. From the list of Users, Sales Team, or Accounts, select a record.
  4. Click Update Activity Budget.
  5. In the Update Activity Budget window, specify a date in the Start Date field.
  6. Click OK. Wait until the data update is finished.