Viewing activity plan steps

You can identify which activities belong to an activity plan from the Journal tab in the Contacts workspace. Activities that are part of an activity plan will be indicated with an icon and number displaying its position in the activity plan.

To view a contact's activity plan steps:

1. Navigate to the Contacts workspace.
2. Select the contact for whom you want to view activity plan steps.
   The selected contact's profile opens.
3. In the Journal tab, in the Activities subtab, locate an activity with the activity plan icon  and hover your cursor over it.
   The activity plan tooltip opens.

4. View the title, contacts, date, and notes associated with this step.
   

   Click Edit to modify the step's details or Dock to dock the step in the navigation toolbar.

5. Move your cursor away from the icon to remove the tooltip.
   The activity plan tooltip closes.

You have viewed the details of an activity plan step.