Adding Customers to an Activity

To add further companies or persons to an activity:

1. Select Activity Participant from the context menu. The Activity Participant level is displayed.
2. Click on New ().
3. Select Company Search or Person Search from the context menu.

   The Company Search or Person Search is displayed, see Searching.

4. Search for and select the desired company or person. You are returned to the Activity Participant level.
5. Select the desired entry from the Part. Type field (Required, Optional, Informational).
6. Save and close the Activity Participant level.

You are returned to the activity you added the participating company or person to.

The list of participants to the right of the mask now includes the newly added company/person as a hyperlink.