Assign an Activity to a Channel Partner
Perform the following steps to assign an activity to a Channel Partner.
- Click Account Management
My Activities. The list
of activities opens.
- Click the check box to the left of the activity you need to
select.
- Click GoTo
Details.
- In the Partner section of the screen, click the Search icon to the
right of the Activity Partner field.
- Enter as much data as possible in the Channel Partner
Accounts Search window.
- Click Go.
- Click the check box to the left of the Channel Partner you
need in the list, then click Choose.
The Channel Partner you selected displays in the Activity Partner field.
See Also
Managing Activities OverviewCreating Activities Overview