Document Your Activities    

Perform the following steps to document your activities.
  1. Click Account Management arrow  My Activities.
  2. Click the check box to the left of the activity you need to document to select it.
  3. Click Go To Arrow Details.
  4. If the Channel Partner has alternative addresses, select the channel partner you want and click Choose.
  5. When the Activity page opens, adjust the dates as necessary.
  6. If you do not have an Activity Partner assigned, click the Search icon to the right of the Activity Partner field. 
  7. In the Channel Partner Accounts Search window, type your search criteria and click Go.
  8. Click the check box to the left of the partner you need.
  9. Click Go.
  10. Complete the additional fields.

    Note  Note: No additional fields are required but it is recommended that you enter a description.

  11. Click Save to save the activity.
See Also
Managing Activities Overview
Creating Activities Overview