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To add an activity record

  1. Open the Expo Sales window:
    1. From Exposition, select Manage prospect lists to open the
      Manage prospect lists window.
    2. Load a prospect list. See To load a prospect list for additional information.
    3. Select a prospect from the Prospect List.
    4. Click Exhibitor Sales.
  2. Click Add New to open the Activity Detail window.
  3. 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.
  4. Enter all applicable information.
  5. Click Save.

See Also

Managing Activity Records

Activity Detail window

To view or edit an Exposition activity record

To view Exposition activities from Customer Management


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