Adding an Existing Activity to Account or Contact

Add an existing activity to an account or contact, or both.

  1. On the home screen, select Activities.
  2. Highlight the activity to edit.
  3. In the Activity screen, click Edit.
  4. Modify existing information, or add new activity partners, contacts, owner, or attendees.

    The main activity partner is on top. Tap and drag the CRM iPhone Reorder Indicator Icon Reorder indicator to move a partner to a different position.

  5. Tap Done.