Add Opportunity Activity History

To Add an Opportunity Activity History Record:

1.Open the Opportunity > Activity History tab and click the Create New Activity History icon.

2.On the Log Activity History dialog box, enter an Activity Type from the drop down list.

3.Completed By defaults to the current User but can be changed to another User.

4.Completed On defaults to the current date and time. Or change it to suit.

5.Enter Description or accept the default value (which is defined by the Deskflow Administrator).

6.Optionally click Show Links to link the activity to other objects such as Company or Project.

7.Click OK.