Add an activity to a prospect

In this scenario, you will learn how to add activities such as follow up phone calls or meetings to a prospect.

1. Create a prospect as described in How to add a prospect.
2. Click the Activities tab in the left navigation bar, and then click Add Activity.

   

   Tip: You can also get here from the Contact Analysis page.

3. On the New Activity page that appears, specify as much information as you know, including the activity Type, Subject, dates and times.

   

4. Click Save. Inform ERP adds the activity to the Dashboard. At any time, you can double-click the Activity on the Dashboard to edit it.