Mark your activity complete

After you call someone, complete a task, send an email, or go to an appointment, you can mark the activity for that action as completed. When you mark an activity complete, CRM para Outlook moves the activity to the Closed Activities view.

Open the activity record.
On the ribbon, choose Mark Complete.

Sugerencia

To mark several activities complete at the same time, select each activity in the My Activities list, and then choose Mark Complete on the ribbon. To select multiple activities, you can hold down the Shift key, or you can hold down the Ctrl key to select records that aren't next to each other.

Next up: Flag an activity for follow up

Email, appointments, tasks, and other assorted CRM activities

CRM for Outlook Basics

Nota

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Mark your activity complete

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