Document Your Activities
Perform the following steps to document your activities.
Click
Account Management
My Activities
.
Click the check box to the left of the activity you need to document to select it.
Click
Go To
Details
.
If the Channel Partner has alternative addresses, select the channel partner you want and click
Choose
.
When the Activity page opens, adjust the dates as necessary.
If you do not have an Activity Partner assigned, click the
Search
icon to the right of the Activity Partner field.
In the Channel Partner Accounts Search window, type your search criteria and click
Go
.
Click the check box to the left of the partner you need.
Click
Go
.
Complete the additional fields.
Note
: No additional fields are required but it is recommended that you enter a description.
Click
Save
to save the activity.
See Also
Managing Activities Overview
Creating Activities Overview