Adding an activity from an Outlook meeting

  1. Open the Outlook meeting.
    If accessing from the web, click More Actions and move the pointer over M3 CLM.
  2. Click Open M3 CLM on the MS Outlook ribbon.
  3. Search for an account.
  4. Click Add beside the selected account.
  5. Click Create Activity.
  6. Provide the activity details.
  7. Click Save.