Activities

Activities are where all future events are shown. Figure 6.17 shows the Activities for our selected Account with the default view shown of Open Activity Associated View.

Image

FIGURE 6.17 Account Activities.

When a new Activity is created (either in CRM or in Outlook, provided it is tracked to CRM), it is shown here until it is marked as closed.

Caution

Even if you set the date for something as previous to today’s date, the Activity will remain open until it is marked as closed. One way to address this is to create a workflow that automatically closes all Activities with a prior date; however, you risk closing items that should remain pending. ...

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