- Find or change a customer.
- On the Customers tile, select Activities.
All activities directly linked to the active customer appear.
- To add an activity and link it to the selected customer, click the Add Activity button, and then complete the Add Activity form as described in Manage your sales activities.
- To edit a customer activity, click the Edit Activity button on the activity tile. You can modify any of the details on this page, which will also show who created the activity originally as well as who changed it last and when.
- To delete an activity, click Edit Activity, and then click the Delete button. On the confirmation message that appears, click OK.
- To filter activities for a specific contact, drop down the Contacts list and choose one.
