Article

How do I add Activities to a Target from the Tracker?

Body



 

  1. Click > on the left of the Target Name to expand sub rows of Activities.
  2. Click Add to create a new sub row.
  3. Select a Contact method. The default is Other.
  4. Select a Contact.
  5. To add attachments click Upload.
  6. Add a note. Basic formatting is permitted.
    • Heading level
    • Bold and Italic
    • Bullet points and numbered lists
  7. Click Reminders to create a notification. Email a calendar event to yourself and others.
  8. Click Save.


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Title
How do I add Activities to a Target from the Tracker?
URL Name
How-do-I-add-Activities-to-a-Target-from-the-Tracker

Summary

This is an article that provides step-by-step instructions on adding activities to a target within a tracker. It includes detailed guidance on expanding sub-rows, creating new sub-rows, selecting contact methods, and adding attachments and notes.

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