Tips for Creating Activities

An activity list is a grouping of activities of a certain type. New activities can be created while adding accounts into an activity list.  

The Activity List feature of Activity Management allows you to do the following:  

• Determine the type of activities created
• Select multiple items and add accounts or contacts to create activities automatically
• Schedule or assign generated/uploaded activities
• Assign/re-assign owner to activities in the list

You can also maintain contracts as a follow-up or related item for an activity or visit.  

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