Logging an account activity or external email

  1. Select Accounts. The Account List page is displayed.
  2. Click an account name. The Account details page is displayed.
  3. Click Log Activity in the Communication History section. The Log Activity page is displayed.
  4. Specify this information in the Activity Details section:
    Owner
    The owner of the account activity.
    Contact
    The contact person for the account activity or external email.
    Related Business Type
    The type of related business.
    Related Business Name
    The name of the related business.
    Date
    The date of the activity or external email.
    Activity / Email
    The type of log.
    Category
    The category of the activity such as appointment, call, and SMS.
  5. Specify this information in the Communication Content section:
    Subject
    The main subject of the activity or external email.
    Details
    The details of the activity or external email.
  6. Click Save.
    Note: You can also use these options:
    • Save and Add Task: Save the log activity and add a task to the related business for which the activity is logged.
    • Save and Add Appointment: Save the log activity and add an appointment to the related business for which the activity is logged.