Reviewing/editing sales calls

Review/edit from the account tab

1. Search for the account
   
2. Open the account file
3. On the left side, select the sales call to open
   
4. Edit information
5. Save & Close

Review/edit from Activity Reports

1. Select the Activity tab
2. Fill out the search criteria
   1. Entity type= Sales call
   2. Add additional filters for desired results
3. Select search
   
4. To easily access this report again, create a saved search.
5. Review all sales call information, to edit a sales call:
   1. Select the sales call
   2. Edit the information
   3. Save