The Activities widget shows the appointments and tasks created for the lead.
- Go to your Address book, and select an entry.
- Go to the Custom tab. (If you do not have it, click on the plus symbol to enable it)
- Edit the layout and Add the Interactions widget.
- Under the interactions widget click+ADD to create a new interaction.
- Clicking an appointment or a task opens the respective dialog for you to view details or modify the activity.
Once an appointment is created for a lead; you cannot invite Address Book entries to the appointment. You can however invite other leads or users.
Clicking the arrow button in a row will open the drop-down menu where you can complete or delete the activity.
Select the converging arrows to view the activities in a larger dialog box.