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To create an activity type

  1. Select Customers, select Set up module> Activity types to open the Set up activity types window.
  2. Click New.
  3. Enter the activity type code in the Type field.
  4. Enter a brief description of the activity type in the Description field.
  5. Enter additional information about the activity type in the appropriate fields.
  6. Click Save.

See Also

Creating Certification Activity Types


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