Adding an Activity Process
Activity Processes can be added directly on the contact level. Go to to the
Activities Tab on the
Contact Record. Click the
Add Activity Process button.

Choose the
Activity Process from the drop-down menu in the Add/Edit Contact Activities window.

Once the
Activity Process is selected, click on the
Add Activity process button. This will add the
Activity Process that was created in the
Admin section of MarketSharp. After adding the process, click
Save at the bottom of the screen.