Review/edit from the account tab
- Search for the account
- Open the account file
- On the left side, select the sales call to open
- Edit information
- Save & Close
Review/edit from Activity Reports
- Select the Activity tab
- Fill out the search criteria
- Entity type= Sales call
- Add additional filters for desired results
- Select search
- To easily access this report again, create a saved search.
- Review all sales call information, to edit a sales call:
- Select the sales call
- Edit the information
- Save