Completing an activity should be done during the task or once the task has been completed.
Activities can be completed through the below methods:
- Complete an Activity from the Activity Dashboard.
- Complete an Activity from a Contact Record.
Complete an Activity from the Activity Dashboard
- Select Dashboard from the top menu bar.
- Locate the Scheduled Activities dashlet.
- Find the activity you would like to complete.
- Click the ... and select Complete.
- Complete the required activity fields.
- Click Complete.
Complete an Activity from a Contact Record
- Select Data from the top menu bar.
- Click Contacts.
- Search for the contact.
- Click on the Contact Name.
- From the action block, select Log Activity.
- Select the activity you would like to complete.
- Complete the required fields for the activity.
- Click Complete.
Complete an Activity from a Deal Record
- Select Data from the top menu bar.
- Click Custom Objects.
- Click on the Sales Pipeline.
- Click on a Deal.
- From the action block, select Log Activity.
- Select the activity you would like to complete.
- Complete the required fields for the activity.
- Click Complete.