Add Customers to an Activity

You can add a customer to an activity only if you select Consider Customer for the associated activity template. For event-driven activities, the job list generated from an activity is applicable to the customers that are added to the activity. For standard activities, questions and surveys are applicable to the customers added to the activity. You can exclude a customer for an activity by marking the customer as Excluded. The Activity Customers related list shows the customers who are added to an activity.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled

User Permissions Needed
To add customer to activities:	CGCloud Supervisor OR CGCloud Retail Supervisor User AND CGCloud Retail User OR CGCloud Sales User OR CGCloud Retail Sales User AND CGCloud Retail User

User Permissions Needed

To add customer to activities:

CGCloud Supervisor

CGCloud Retail Supervisor User AND CGCloud Retail User

CGCloud Sales User

CGCloud Retail Sales User AND CGCloud Retail User

From the App Launcher, find and select Activities.
Select an activity.
In the Activity Customers related list, click New.
Select a customer.

The customer is added to the activity.

Note The sales org of an activity customer is populated based on the sales org of the activity. To add a customer to an activity, ensure that the sales org of a customer and activity is the same. You can’t edit the Customer field after an activity customer is created.
If you want to temporarily exclude the customer from the activity, select Excluded.
Save your changes.