Accounts – Timeline – Phone/Notes/PTPs
Path: Account->Open Items->Timeline A Phone/Note/PTP item has a ‘Status’ of either ‘Open’ or ‘Closed’. By leaving an item ‘Open’, it will stay on your ‘To-do’ lists, which means that you will not forget to follow it up. A Phone/Note/PTP item has a ‘Type’ of either ‘Account’ or ‘Group’. An ‘Account’…