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Go to Site Administration menu.
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Click Features go to icon.
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Click Tasks option.
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There are two task types, Task Types and
Prospecting Types.
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Click on Task Types link and repeat the
following steps for each new action you want to add:
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Click Contact Types located at the bottom of the
Signup Features section of the User Signup page.
o Click
Add New Item link.
o Enter
the Type.
o Click
Save.
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Click Close to return to the Notes Features
page.
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Click on Prospecting Types link and
repeat the following steps for each new type you want to add:
o Click
Add New Item link.
o Enter
the Type.
o Click
Save.
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Click Close to return to the Notes Features
page.
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You are finished.
