- Navigate to the profile you want to add the activity to.
- Click Activity
- Click Log Activity, Schedule, Log a Call or Send Email depending on the type of activity you would like to create.
Not sure what each tab does? Click HERE to learn more.
- Fill out the Activity Form and click +Add
Creating an All Day activity
- Navigate to the profile you would like to create an All Day activity for
- Click the Activity button
- Click Schedule
- Fill out the desired fields and make sure to check the All Day: check box.
- Click Add
- Navigate to the activity you would like to edit.
- Click within any of the white space of the activity.
- Edit any of the fields you would like to change. Any changes made will be saved automatically.