Scheduling activities with groups or companies
To schedule an activity with a group or company
Schedule an activity.
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When scheduling an activity with a group or company, you must also select at least one contact. |
In the General tab, in the Associate With field, click the browse (...) button.
The Associate with Group/Company dialog box appears. For field definitions, press F1.
Select the Groups/Subgroups or Companies/Divisions tab.
From the list, select the groups or companies, and then click the right arrow button. For information on selecting multiple items, see Selecting more than one name or item.
or
To add all groups or companies in the list, click the double-right arrow button.
The activity displays in the Activities tab of the group or company and the Activities tab of the contacts associated with the group or company.