Scheduling a Discovery Call and Follow-Up Activity
50 seconds
Nutshell
1
From your Sales dashboard, Click "Schedule an activity"
2
Give your Activity a name, select the desired Activity type, and add your participants.
3
To add participants, start typing their name and select them.
4
Click inside the "Start time" box to change the time and date of the activity.
5
Select the date and time of your activity.
6
Add in your agenda for the activity.
7
Click "Schedule activity" when you're done editing.
8
Once you've created the activity, you can go to a People record to confirm you have an activity scheduled with that person. Click on "People" to open up your People list.
9
Use the "Search" field to find the person.
10
Once they appear, click that person record to open up their timeline.
11
Near the top of the timeline, you can see the activity you just scheduled.
12
Clicking on the activity opens up more options. You can add a participant, leave a comment, schedule a follow-up, log the activity and delete the activity. For this example' we'll schedule a follow up.
13
Name the follow-up activity, give it an activity type, set the time and participants, and create the activity.
14
After creating the follow-up, you can then log the current actviity.
15
It's that easy to create, schedule, update and log activities in Nutshell!
Scheduling a Discovery Call and Follow-Up Activity
50 seconds
Nutshell
1
From your Sales dashboard, Click "Schedule an activity"
2
Give your Activity a name, select the desired Activity type, and add your participants.
3
To add participants, start typing their name and select them.
4
Click inside the "Start time" box to change the time and date of the activity.
5
Select the date and time of your activity.
6
Add in your agenda for the activity.
7
Click "Schedule activity" when you're done editing.
8
Once you've created the activity, you can go to a People record to confirm you have an activity scheduled with that person. Click on "People" to open up your People list.
9
Use the "Search" field to find the person.
10
Once they appear, click that person record to open up their timeline.
11
Near the top of the timeline, you can see the activity you just scheduled.
12
Clicking on the activity opens up more options. You can add a participant, leave a comment, schedule a follow-up, log the activity and delete the activity. For this example' we'll schedule a follow up.
13
Name the follow-up activity, give it an activity type, set the time and participants, and create the activity.
14
After creating the follow-up, you can then log the current actviity.
15
It's that easy to create, schedule, update and log activities in Nutshell!
