Log Activity

Log Activity

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Log Activity
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Log Activity is the process for recording the details of any completed communication, such as an email, phone call, meeting, fax, etc., with an Account, Prospect, or Contact regarding a marketing campaign or sales Opportunity.

Completed activities appear in the Activity History section of Related Information.

You can log an activity from several locations:

  • From a View, using the Log Activity icon
  • In the Record Details page for an Account, Prospect, Contact or Opportunity
  • Under Record Information in a Record
  • Under Related Information, Activity History

To Log an Activity:

  1. Navigate to the record of interest and open the details page for that record
  2. Click the [Log Activity] button
  3. Complete each of the fields in the Activity Details and Follow-up Activity sections, as required
  4. Click [Save]
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