Activity Records

Activities let you track all of you or your Reps' actions while out in the field. With customizable Activity Types, you can easily understand the context of a meeting and take actionable steps to move forward. 

To log an Activity:

1. Tap "Add Activity” on the Home screen
2. Fill out all Activity Fields:
   • Activity Type: The interaction you made with your customer
     • Ex: Lunch, Call, Visit
   • Activity Title: The default is the Activity Type name, though you can customize it
   • Mark as Completed: Toggle on if you have completed the activity
   • Make Visible to Team: Toggle on if you want your whole team to see your activity
     • If you want to keep this activity as private to you, keep this toggled off
   • Notes: Notes about the Activity 
   • Due Date and Time: When the Activity was completed or is due
     • The default will be the current time and date  
     • You can set future-dated Activities to act as reminders
   • Duration: Length of the Activity 
   • Assign to: Assign Activities for your Reps to complete
   • Company: Associate the Activity with a Company
   • Person: Associate the Activity with a Person
   • Deal: Associate the Activity with a Deal

Default Types:

• Visit
• Call
• Lunch
• Email
• Meeting
• Task

You can add new Activity Types to create custom Activity tracking. 

To add a new Activity Type:

1. Tap on the Gear icon in the app Header
2. Open the Activity Types dropdown
3. Tap “+ Activity Type”
4. Name the custom Activity Type
5. Tap “Save”