To add an activity record
- Open the Expo Sales window:
- From Exposition, select Manage prospect lists to open the
Manage prospect lists window. - Load a prospect list. See To load a prospect list for additional information.
- Select a prospect from the Prospect List.
- Click Exhibitor Sales.
- Click Add New to open the Activity Detail window.
- Enter an Activity Type (select the Find icon to look up an activity type). Press Tab to display the appropriate fields for the activity type.
- Enter all applicable information.
- Click Save.