Activity Records

Activities let you track all of your 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.  Click on the universal (+) button at the top right of the page. This button is available to you across all pages. This will open up a list of options
2. Fill out all Activity Fields: Ex: Lunch, Call, Visit
3. You can set future-dated Activities to act as reminders
4. Click on “More Options” to change the frequency of this activity, whether it lasts all day or if it repeats on a set frequency i.e. every 6 weeks.
   
   Activity Name: The default is the Activity Type name, although you can customize it
   Activity Type: The type of interaction you made with your customer
   Start and End time: When the Activity was completed or is due
   
   
   
   Visibility: Set who can see the activity
   
   
   
   
   Mark as completed: Toggle on to mark the activity as completed
   Activity Note: Notes about the Activity
   Assignee: 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
   Files: Upload a photo, video, or document that might be helpful for this event
   
   
5. Click on “Show Custom Fields” to enter any additional information related to the activity that the administrator has added specifically for your organization
6. Check "Create another" if you'd like to immediately create a new Activity following the completion of your record. This will bring up a new Activity record so you can save time when logging multiple Activities
7. Click "Create Activity" to save this activity