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. You can also automate follow-ups with Automatic Visits and Reminders. 

To log an Activity:

1. Click on “Plan” > “Activities” in the Navigation Menu
2. 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
3. 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 
   • 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
4. Click "Save"

 Default Activity Types include:

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

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

To add a new Activity Type:

1. Click on “Plan” > “Activities” in the Navigation Menu. You can create a new Activity Type from both List and Calendar View
2. Click on the ellipsis menu (three dots) to the right of “Activity Types”
3. Select “Add New Type”
4. Name the custom Activity Type
5. Click “Save”