Scheduling follow-up activities

You can schedule a follow-up activity when you record a history, clear an activity, or from the Opportunity dialog box.

To schedule a follow-up activity while recording a history

1. From the Contacts menu, click Record History.

2. From the Record History dialog box, record a history, and then click the Follow-up button.

3. Schedule the follow-up activity.

To schedule a follow-up activity while clearing an activity

1. Clear an activity.

2. From the Clear Activity dialog box, click the Follow-up button.

3. Schedule the follow-up activity.

To schedule a follow-up activity from the Opportunity dialog box

1. Open an opportunity.

2. From the Opportunity dialog box, click the Follow Up button.

3. Schedule the follow-up activity.