Activities and Communication

Scheduling a Meeting

1. In the record detail click + under Meetings
2. Fill in:
3. Meeting name
4. Date and time
5. Participants
6. Location
7. Save

Logging a Call

1. In the record detail click + under Calls
2. Fill in:
3. Direction (inbound/outbound)
4. Duration
5. Notes/content
6. Save

Creating a Task

1. In the record detail click + under Tasks
2. Fill in:
3. Task name
4. Due date
5. Priority
6. Description
7. Save and assign

Sending an Email

1. In the record detail click Send Email
2. Pick a template or write your own text
3. Add attachments
4. Send

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