Tip:
Any notes you have recorded, prospecting activities you have marked done,
and follow-up calls you have scheduled appear on the Prospect
Activity Report. For more information on generating this report,
see "Creating
a Prospect Report".Once you begin your prospecting efforts, it's important to keep track of the actions you have taken by marking activities done. You can also record the details from any conversations you have had, and schedule a follow-up call so you can ensure regular communication with the prospect continues.
Tip:
Any notes you have recorded, prospecting activities you have marked done,
and follow-up calls you have scheduled appear on the Prospect
Activity Report. For more information on generating this report,
see "Creating
a Prospect Report".
To record details from conversations:
Open the Prospect
List screen. How?
Click the Add
Contact Note 
icon adjacent to the contact
you want to record details for.
Specify the note details and then click Save Note.
The note is saved and can be viewed from the Contact Record's Summary tab.
To mark an activity done and schedule a follow-up call:
Open the Prospect
List screen. How?
Click the Mark
done 
icon adjacent to the contact you completed the activity for.
Enter the details of the activity performed:
Select whether you called or emailed the contact from the Activity Type drop-down list.
Select a meaningful Description, and then enter details in the Notes area.
To schedule a follow-up call, at the bottom of the dialog specify the Description, Date and who the activity is assigned to, if applicable.
Click Save or Save & View Contact Record when finished.
