The Activities List view shortcut menu enables you to view, complete or delete the activity, or open the associated contact or lead.
To open the shortcut menu
The following options are available from the Activities List shortcut menu:
Menu Option | Description |
---|---|
Open Activity | Allows you to view or edit activity details |
Complete Activity | Allows you to open the complete activity view. |
Delete Activity | Allows you to delete an activity. |
Go To | Allows you to open the detail view of any record associated with the activity. |
Schedule | Allows you to schedule a phone call, meeting, to-do, or personal activity. |