Microsoft Office Tutorials and References
In Depth Information
9. (Optional) Click the Tracking tab.
The Tracking tab is where you turn to add opportunities, phone logs, and
notes to an Account record. You can add an unlimited number of items to
the Tracking tab. Need to add a lot of notes? No problem — add away!
10. (Optional) To add a new tracking item, click the appropriate link, as
shown in Figure 8-7.
For example, if you want to add a note, click the Add Note link.
The corresponding form appears. Figure 8-8 shows the Opportunities
form; to find out more about adding an Opportunity to either an Account
or Contact record see the section, “Creating an Opportunity When One
Comes Knocking” later in this chapter.
11. Click OK to save your changes.
Congratulations! You are now the proud owner of an Account record.
Adding an Account record on the fly
If you’re chomping at the bit to start creating an Account record — or if you
just don’t have all the pertinent information at your fingertips — you might
want to create an abbreviated Account record. After all, you can always go
back later and edit the record to include any pieces of information you left
out the first time around.