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 
   • 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
4. 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
5. Click "Save"