Adding Activities

To add an activity:

1. Select (Daily business) > New Activity.
2. Select who the activity should be added for (person, account, record in your favorites). Search for and select the desired account or person.
3. When adding an activity with a person, you need to select or add their role (the function of the person at a particular company).
4. The activity is opened.
   
   
   
5. The current date and time are automatically entered as the start of the activity. You can edit the date and time.
6. Enter further information concerning the activity on the following tabs (not all tabs are available for all activity types):
   • Subject
   • Participants: Select the activity's participants.
   • Questionnaires/Portfolios: You can enter a questionnaire (either manually or within the scope of a marketing activity) that should be answered within the scope of the activity, >> Carrying Out a Survey.
   • Marketing Activity: You can enter a person’s response to a marketing activity here, >> Responses.
   • Links: The fields in this tab are used to link the activity to various other records. This can occur automatically as part of a process or you can enter the link manually in the appropriate field.
7. Save the record.
8. Choose whether to open the activity in the calendar or tree view.

You can add additional external participants, >> LINK.