EDITING ACTIVITIES

To edit an existing activity, in the list of activities, click or tap the activity, and then click or tap Open this activity. (Point to the area to the right of the activity to see the command.)

Fill in your information. Use the handy tooltips as a guide.

Click or tap OK to save a new activity or click or tap Save to save an updated activity.

NOTEYou can’t reactivate or edit a closed activity. However, you can add a note to a closed activity.

Also, you can’t set reminders in CRM for Outlook for faxes, phone calls, e-mails, letters, or campaign response activities created in the web application or CRM for Outlook.

To create the same activity for multiple records, use a quick campaign.