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Event, Note, and Task Actions
You can add events, notes, and tasks related to the selected Campaign member. These events, notes, and tasks appear in the Customer Story after you save them. To view or update an entry in the Customer Story, click the name link of the entry. The record for the entry opens in a new tab.
- Add an Event
One of the Event actions in the center area of the Campaign Call List Record Page lets you add an event. - Add a Note
One of the Event actions in the center area of the Campaign Call List Record Page lets you add a note. - Add a Task
One of the Event actions in the center area of the Campaign Call List Record Page lets you add a task.
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