Associate custom object with activity
Learn how to use the Associate custom object with activity action to link a custom object record to a CRM activity.
Learn how to use the Associate custom object with activity action to link a custom object record to a CRM activity.
Learn how to use the Log a call activity to the company action to record a call on a company's activity timeline.
Learn how to use the Log a call activity to the contact action to record a call on a contact's activity timeline.
Learn how to use the Log activity and hotness rating action to log a business activity and raise the account's hotness rating.
Learn how to use the Modify a call activity for the company action to update an existing call activity on a company.