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Viewing and Creating Activities

Each time you log an activity on a Lead, Opportunity, Contact, or Account record, an Activity record is stored. Navigate to Activities from the left-side ribbon to view Activities across all of these records and quickly locate a record you're searching for.

1. From the Sales application or area, click Activities

Use the drop-down fields above the table to filter the table. Sales team managers might consider using a view such as "My Team Members' Activities" for team oversight.

2. Use the tools in the top-ribbon to add Activities ad-hoc

Add Tasks, Appointments, Phone Calls, Letters, Faxes, send an Email, log a Service Activity or Campaign Response, or explore Other Activities for more options.