Working with Activities

For our Account record example, we now select the down chevron on the top navigation, and the Activities option tile, as shown in Figure 7.13, which brings up the Activities page, as shown in Figure 7.14.


FIGURE 7.13 Selecting Activities from the top navigation.


FIGURE 7.14 Account Activities.

From here, users can navigate to any Activity that relates to a selected Account record; in addition, they have the following options:

Create a New Activity

Add an Existing Activity

Bulk Delete

Show the Chart Pane

Run a Report ...

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