Create a Follow-up Activity: If you would like to schedule a follow-up activity, this checkbox will expand a section to fill in the information for the follow-up. See Schedule a follow-upfor more information.
Delete: Delete the activity.
Email Contact: You can choose to create and send an email when you save this activity. Checking this option will take you to the Send Email screen when you click Save. When you send an email in this way, the details of that email will be associated with this saved activity.
Save & New: Save the activity and clear the screen to input a new activity.
Save & Back: Save the activity and return back to the previous screen.
When you save your activity, it will be viewable in the Activity List. Notification emails will be sent at this time.
Link activity to opportunity
If this activity is being created as part of an ongoing opportunity, please follow these steps.
From your Method dashboard, click Pipeline on your Opportunities App. This opens your Opportunities List screen.
Locate the opportunity you wish to link this activity to, and click on it. You can search manually or use the search function at the top of the screen. This opens the Edit Opportunity screen.
Click New on the Activities app ribbon:
Then follow the steps above, beginning with step 2.
Your activity is now linked to the opportunity, which means it appears in the Activities app ribbon for this opportunity.