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Adding a History Item

History items are completed activities, e-mails, questions, and database changes.

To add

1. Do one of the following:

• On a Contact, Account, Lead, or Opportunity Detail view, click the History tab, and then click the Complete Activity button.
• On a Contact, Account, Lead, or Opportunity Detail view, click the Notes/History tab, and then click the Complete an Activity button.

2. Choose to complete a scheduled activity, or an unscheduled activity.
3. Follow the steps to complete an activity.

If you scheduled a follow-up activity, the Schedule an Activity dialog box opens.

Related Topics

Activities Overview

Editing History Items

Deleting History Items