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What
This article will explain how to add an activity, a follow-up activity or a recurring appointment
Why
Why Records activities and provides historical information and progress on account activity. The dropdown displays the most relevant activity types for your company. How This will show you step-by-step how to add activities
How
- clicking the Quick Add button found in the top banner of any CRM page:
- From Activities List → Actions → Add New
Anything in red is a required filed.
You want to enter the information under the Activity Details tab. To associate this activity with an account, contact, or agency, enter a few letters under the Companies and Contacts bar to pull up the choices. You can select one or multiple associations.
The follow-up tab allows you to schedule another activity for the same account, contacts, or agencies. Be sure to save after your entry using the top right SAVE button. That will document the activity on your calendar as well as the activity tab under the account summary.
IMPORTANT!
The drop-down for the ACTIVITY TYPE reflects the activity types your Managers want to see and track.
To add a recurring appointment, enter the necessary information in the Details tab, then click on the More tab and fill out the 3 options. Please be sure to make the end date the same DAY as the activity.