Adding Activity Processes

Adding an Activity Process

Activity Processes can be added directly on the contact level. Go to to the Activities Tab on the Contact Record. Click the Add Activity Process button.

Choose the Activity Process from the drop-down menu in the Add/Edit Contact Activities window.

Once the Activity Process is selected, click on the Add Activity process button. This will add the Activity Process that was created in the Admin section of MarketSharp. After adding the process, click Save at the bottom of the screen.

 

Did this article answer your question?

Print Friendly, PDF & Email

Related Articles