Option 1: On the Accounts home page, list Accounts and click the Create Activity link against the Account to open the New Activity screen

CRM-Accounts-List-Create activity link-CREST ERP

Option 2: On the Activities home page, click Create to open the New Activity screen

CRM-Activities-Create new activity-CREST ERP

In either case, the screen opens under the Activities tab. Click Create after entering the necessary details to add the Activity for the Account

CRM-Accounts-New Activity screen-CREST ERP

Last modified: May 12, 2021

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