Completing an Activity from the Menu

You may complete a regularly scheduled activity or create and then complete an unscheduled activity. An unscheduled activity is an activity that was not scheduled prior to completion. When you complete an unscheduled activity, you create a history record with all of the activity information.

To complete a scheduled activity

On the Schedule menu, select Complete an Activity.
Select the Contact or Lead option.
Depending on your selection in step 2, click the Find button next to the appropriate box(es) (Lead, Contact, Account, Opportunity or Ticket), and use the Find dialog box to locate the appropriate record.

To remove a Lead, Contact, Account, Opportunity or Ticket from the activity, click the Delete button next to the appropriate box.

Select the Complete a Scheduled Activity option, and then click the Complete next to the activity you want to complete.

Sort the list by clicking a column heading. To change the direction of the sort, click the column heading again.

To complete an unscheduled activity

On the Schedule menu, select Complete an Activity.
Select the Contact or Lead option.
Depending on your selection in step 2, click the Find button next to the appropriate box(es) (Lead, Contact, Account, Opportunity or Ticket), and use the Find dialog box to locate the appropriate record.

To remove a Lead, Contact, Account, Opportunity or Ticket from the activity, click the Delete button next to the appropriate box.

Select the Create a New Unscheduled Activity to Complete option.
Select Phone Call, Meeting, or To-Do, and then click Continue.

Go To

The next step to complete the activity.