Record Activity

78 views April 17, 2017 jpajaro 0

Record Activity

Shows the record activity for a contact:


Manager users can create new activities and assign them to any member on their team.
Delegate users can create new activities, which will automatically be assigned to themselves.

Create a New Record for Contact

  1. Select a contact and click on Next.
  2. Select the type of activity that was done or needs to be scheduled.
  3. Click on Next.
  4. Select the priority, the date/time, and recurrence type, if needed.
  5. Click on Next and click on Finish.


record-activity-2New record Screen

record-activity-3Activity Details Screen