Log Activity

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.

The Log Activity button is available 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]