Working with the Activities List View Shortcut Menu

The Activities List view shortcut menu enables you to view, complete or delete the activity, or open the associated contact or lead.

To open the shortcut menu

  1. Open the Activities List view.
  2. Click the All Open tab, and then right-click an activity.

The following options are available from the Activities List shortcut menu:

Menu Option Description
View Activity Allows you to view or edit activity details
Complete Activity Allows you to open the complete activity view.
Delete Activity Allows you to delete an activity.
View Contact or Lead Opens the detail view for the contact or lead associated with the activity.

Related Topics

What Are Activities?

 

 

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