In Map My Customers, Activities are how you track all of you or your Reps' actions while out in the field. Activities can be used to track visits, phone calls, follow-ups and much more.
Activity Records can be created manually from the Universal (+) button. Users can choose if they want their activities to be public to their whole team or private. You can also view Activities in a Calendar View.
Activities can also be associated pre-existing with Company, People and Deal Records.
To Access Activities:
- Select "Plan" from the Navigation Bar
- Select "Activities" from the dropdown menu
This section explains how to:
- Create Activity Records
- Use Activity List View
- Use Calendar View
- Sync your Calendar
- Set Auto Visits
- Set Auto Reminders
Click Here to read about Activities on Mobile.
Click Here to watch a video tutorial on Activities.