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