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. You can also automate follow-ups with Automatic Visits and Reminders.
To log an Activity:
- Click on “Plan” > “Activities” in the Navigation Menu
- To create an Activity, 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
- Fill out all Activity Fields:
- Activity Type: The interaction you made with your customer
- Ex: Lunch, Call, Visit
- Activity Name: The default is the Activity Type name, athough you can customize it
- Date: When the Activity was completed or is due
- You can set future-dated Activities to act as reminders
- Duration: Length of the Activity
- Notes: Notes about the Activity
- Incomplete: Toggle on to mark the activity as completed
- Private: Toggle on to mark the activity as public
- A public activity is shared with your whole team
- To keep the activity private to you, leave this untoggled
- 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
- Activity Type: The interaction you made with your customer
- 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
- Click "Save"
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