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How To Close A Follow Up Activity? (KB10000080)

1. Locate on your dashboard the Follow Up Reminders View box.

2. Locate and click the activity you wish to close.

3. This will take you to the related Lead, Account, Vendor, Opportunity or Support Case detail screen.

4. Scroll down to the Activities section.

5. Locate the activity you wish to Close in the Open Activities section.

6. Type a comment in the Results box.

7. Click CLOSE to complete the activity.

8. The closed/completed activity will be logged in the Completed activities section along with the result.

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