Adding Reps and Resources to an Activity/Task

You can add reps and resources to activity records; you can only add reps to tasks.

To add reps and resources:

1. Click on in the Participants field in an activity or task record.
2. Use the following buttons to determine what is displayed in the list:
   • (List): All types are listed (reps, groups and resources)
   • (Rep): Only reps are listed
   • (Groups): Only groups are listed
   • (Resources): Only resources are listed
3. Enable the check boxes next to the desired participants or resources in the list. Select the Part. Type (participation type) for each participant using the drop-down list. You can choose between Required, Optional and Informational. Only "Required" and "Optional" make sense as the participation type for resources.
   Note: You cannot add resources to tasks.

   You can select up to 100 reps.

   

   Click on (Delete Current Selection) to clear the reps/groups/resources currently displayed. Click on (Delete Entire Selection) to clear all reps/groups/resources (even if they are not currently displayed in the list).

4. Click on OK.
5. Save the record.