Box | Description/Action |
---|---|
Regarding | In the Regarding box, ![]() |
Priority | In the Priority box, ![]() |
Category |
In the Category box, |
Start Time |
![]() |
Timeless | If the activity does not need to occur at a specific time, select the Timeless check box. |
Duration | Type a number and select Minute(s), Hour(s), or Day(s) from the drop-down list to determine the length of time the activity requires. |
Reminder | If you want to be reminded of the activity before it occurs, select the Reminder check box, type a number in the box, and select Minute(s), Hour(s), or Day(s) from the drop-down list to determine the length of time the reminder should occur before the activity start time. |
Auto-Rollover to Next Day |
This option is only available if Timeless is selected. Select the Auto Rollover to Next Day check box to automatically roll over the activity to the next day if it is not completed on the scheduled date. Note: A recurring activity cannot be rolled over. |
Leader | Select a Leader from the drop-down list. |
Contact or Lead | Determines which entity types are available to associate with the activity. |
Lead or Contact, Account, Opportunity, and Ticket |
Determines which entity types are associated with the activity. Click the Find Note: To remove a Lead, Contact, Account, Opportunity or Ticket, click the Delete |
Notes | In the Notes area, type any additional information for the activity. |