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Create an Activity for an Account

Create an Activity for an Account

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Create an Activity for an Account

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1.Start from the screen of the Account you want to create an Activity for.

2.Click the Add New button at top center of the button row.

 
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3.The drop-down list will display the activity options.

4.Click the desired activity.

5.The Activity dialog window will display.

6.Enter the information, click OK to save and close the dialog window.

 

 

 

 

See Also

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