Activity Record

Activities let you track all of your interactions while out in the field: an in-person meeting, a phone call, or more. With customizable Activity Types, you can easily understand the context of a meeting and take actionable steps to move forward.

Account admin can add new Activity Types. 

Default Types:

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

To add a new Activity Type:

1. Tap on the Gear icon in the app Header
2. Open the Activity Types dropdown
3. Tap “+ Activity Type.”
4. Name the custom Activity Type
5. Tap “Save”

To log an Activity:

1. Tap "Add Activity” on the Home screen
2. Fill out all Activity Fields:

• Activity Type: The interaction you made with your customer (Ex: Visit, Call, Lunch)

• Activity Title: Copy the Activity Type by default; however, you can customize it in the empty text space.

• Relationship:
• Company: Associate the Activity with a Company record.
• Person: Associate the Activity with a Person record.
• Deal: Associate the Activity with a Deal record.
• Mark as Completed: Toggle on or off based on the Activity completion status. 
• Notes: Any important notes about the interaction.

3. Tap on “Show all fields.”

• Custom Fields: The account admin can create custom fields for Activity records. An example of an Activity custom field could be something like a “Subtype” to indicate whether an Activity was a Presentation or a Cold Call beyond just being a Meeting. 
• Files: Upload a photo, video, or document that might be helpful for this event.
• Assigned to: The owner of the activity. Note: Managers can assign the activities to their team members here.
• Visibility: Select whether you want to keep the activity private, share it with management (Recommended), or the entire organization
  Tap “Next”

4. Select a Start and End time to set a duration

Toggle on “Create a follow-up?” to create another activity right after.

5. Tap “More Options.”

• Follow-up: Create follow-ups to schedule another visit, meeting, or any other activity type to the associated company you are currently working on.

Notice a banner will display at the top of the screen. Relationships and activity types will fill automatically.

• All-day activity: For events lasting an entire day.
• Repeats: If the activity repeats on a specific frequency, such as once a week or every two months 

6. Tap “Save.”

You can also view your activity on the Planner view. To learn more about the Smart Planner, visit this article