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