Creating a CS Activity from a Workspace or App Page

You can create CS activities from any of the following:

• An app page, such as a workspace.
• The CS Activities tab. For more information, see Creating a CS Activity.
• Activity Tracker. For more information, see Creating CS Activities.

To create a CS activity from a workspace or app page:

1. Click Create CS Activity.
2. [Optional] Search for and select an account to associate with the CS activity. When creating a CS activity from an account record page, the Account field is automatically populated with the account that the CS activity is created from, but this can be edited if required. Although this is not a required field, we recommend associating the CS activity with an account.
3. Enter a summary for the CS activity.
4. Specify the date of the CS activity.
5. Select the CS activity type.
6. [Optional] Search for and select the contacts to associate with the CS activity. You can also click Show All Results for “ ”, which opens the search with the searched string populated in the Search field and all related items displayed in the grid. Select the contacts from the grid that you want and click Select. The selected items are then displayed in the lookup field. For more information, see Using Advanced Lookup.
7. [Optional] Enter any notes related to the CS activity. To attach an image to the notes, click .
8. Click Create.