Creating Activities
- Navigate to the profile you want to add the activity to.
- Click Activity
- Click Log Activity, Schedule, Log a Call or Send Email depending on the type of activity you would like to create.
Not sure what each tab does? Click HERE to learn more. - Fill out the Activity Form and click +Add
- Tap the dashboard tab.
- Tap + Activity.
- On the action sheet that appears, tap Log activity to create an activity that has already occurred or tap Schedule activity to create an activity due for a future date.
- In the For whom field, choose the individual you would like to create the activity for and select an activity type for the Activity field. Both of these fields are required. Update any of the additional fields as needed.
- Tap Save.
Creating an All Day activity
- Navigate to the profile you would like to create an All Day activity for
- Click the Activity button.
- Click Schedule
- Fill out the desired fields and make sure to check the All Day: check box.
- Click Add
- Tap the dashboard tab.
- Tap + Activity.
- Tap Schedule activity.
- In the For whom field, choose the individual you would like to create the activity for and select an activity type for the Activity field. Both of these fields are required. Tap the switch to the right of All Day so the blue color is displayed, update the Start date if needed, and enter any additional information.
- Tap Save.
Editing Activities
- Navigate to the activity you would like to edit.
- Click within any of the white space of the activity.
- Edit any of the fields you would like to change. Any changes made will be saved automatically.
