From the course: Dynamics 365 for Sales Teams
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Insert an activity
- [Instructor] If you've ever picked up another salesperson's accounts, then you know how important it is to track as many touchpoints with the client as possible. You also know the impact of remembering something personal you might have talked about with the person, like, I don't know, a vacation that they were having or some sort of award that their kid was getting. Let me show you how to create an activity inside of an account, an opportunity, anywhere, it doesn't matter. You click on, in this case an opportunity, since that's the chapter that we're in. And right here in the middle, this is where you can add a post. So for example, you could type in some sort of a note that you wanted or you can follow the posts that are happening with the account. You can click on Activities, and you can add a phone call. So maybe you called them up and this top part is just a blank text field. And you're saying that you left a voice mail confirming that they received the quote and you click OK…
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