Log Activity
From LongJump Support Wiki
Revision as of 01:50, 19 February 2011 by imported>Aeric (Text replace - '#Click the [Save] button' to '#Click '''[Save]'''')
Log Activity is the process for recording the details of any completed communication, such as an email, phone call, meeting, fax, etc., with an Account, Prospect, or Contact regarding a marketing campaign or sales Opportunity.
Completed activities appear in the Activity History section of Related Information.
The Log Activity button is available from several locations:
- From a View, using the Log Activity
icon - In the Record Details page for an Account, Prospect, Contact or Opportunity
- Under Record Information in a Record
- Under Related Information, Activity History
To Log an Activity:
- Navigate to the record of interest and open the details page for that record
- Click the [Log Activity] button
- Complete each of the fields in the Activity Details and Follow-up Activity sections, as required
- Click [Save]
