Logging Email as a Activity

You can log email received as an activity. In fact, logging email is the default option for adding an activity.

To log an email:

1. In the pane, click the Log email button. This opens an Add Activity panel.

   

2. These fields are pre-populated
   •    Subject pre-populated from the email.
   •    Type pre-populated as email.
   •    Date pre-populated with the current date; change the date as needed.
3. Add the appropriate in the Summary. The field is pre-populated with the subject of the email.
4. The activity is automatically linked to the sender and recipients [both To and Cc] of the email Add others via the Linked To field. Type the name of the person or company in the Search field.
5. Select the appropriate setting for the Visible To field.
6. To lock the activity content so that others cannot revise it: select Only allow me to edit this.
7. To send an email after adding the activity, select Send email on save.
8. Once you have all fields specified, select Save.