Create a Contact Log for List of People

To Record Activity on Opportunity Contacts:

1.Select a Contact name in the Opportunities Contacts tab.

2.Click the H icon to record activity.

To Send Email to one or more Opportunity Contacts:

1.Select one or more Contact names in the Contacts tab (ALT+Click).

2.Click the Outlook Email icon to create an email message.

To Write a Letter to one or more Opportunity Contacts:

1.Select one or more Contact names in the Contacts tab (ALT+Click).

2.Click the Word icon to merge with a selected Word template.

To Review Activity History, Tasks and Notes on Opportunity Contacts:

1.Select a Contact name in the Opportunities Contacts tab.

2.Review Activity History, Tasks and Notes for the selected Contact name.

3.Filter on Activity Types such as Invitations Sent, Followups, Status Changes.