Logging Activity For a Company
Laura DiNitto
39 steps
2 minutes
Avionte
Addthis
1
Navigate to the company you want to add an activity.
2
Click on the contact you want to log activity for
3
Click "Log Activity" on the right side of the contacts profile.
4
Click the dropdown under Activity. Select the activity you would like to log.
5
Click the drop down under Related Opportunity. Select the opportunity if you want to link the activity to it. If not simply leave it as "none".
6
Click Next Step.
7
Add your next step.
8
Click under Next Step Date.
9
Select the date for your next step.
10
Type you activity.
11
Click "Submit"
Second way to log activity for a contact
Tip! This is the best and fastest way to log activity.
12
Click the "Type to search" field.
13
Type the name of the company.
14
Click the name of the company
15
Click "Opportunities"
16
Click the opportunity you want to log activity.
17
Click the paper icon next to the contacts name.
18
Click "Add Activity"
19
Click the dropdown under Activity and the select the activity you want to log.
20
Click the dropdown under related opportunity and select the opportunity.
21
Click under Next Step and log your next step.
22
Click under Next Step Date.
23
Select the date for your next step.
24
Click "Close"
25
Click here and log your activity.
26
Click "Submit"
27
Click here.
Adding a note to the opportunity - not related to a contact
28
Click "Add Note"
29
Click this field.
30
Type any notes you might have regarding the opportunity.
31
Click "Save"
Adding Categories to the company
Tip! Adding these categories will help you run reports and classify your prospects.
32
Click "Toy Story"
33
You can also search the name of the company on the search bar.
34
Click "Tags" on the company's profile.
35
Click the dropdown under Company Category.
36
Select the type of category
37
Click the dropdown under Category Detail.
38
Select the appropriate option.
39
Click the plus sign to add the category.
Alert! if you don't click the plus sign it will not add it.
Logging Activity For a Company
Laura DiNitto
39 steps
2 minutes
Avionte
Addthis
1
Navigate to the company you want to add an activity.
2
Click on the contact you want to log activity for
3
Click "Log Activity" on the right side of the contacts profile.
4
Click the dropdown under Activity. Select the activity you would like to log.
5
Click the drop down under Related Opportunity. Select the opportunity if you want to link the activity to it. If not simply leave it as "none".
6
Click Next Step.
7
Add your next step.
8
Click under Next Step Date.
9
Select the date for your next step.
10
Type you activity.
11
Click "Submit"
Second way to log activity for a contact
Tip! This is the best and fastest way to log activity.
12
Click the "Type to search" field.
13
Type the name of the company.
14
Click the name of the company
15
Click "Opportunities"
16
Click the opportunity you want to log activity.
17
Click the paper icon next to the contacts name.
18
Click "Add Activity"
19
Click the dropdown under Activity and the select the activity you want to log.
20
Click the dropdown under related opportunity and select the opportunity.
21
Click under Next Step and log your next step.
22
Click under Next Step Date.
23
Select the date for your next step.
24
Click "Close"
25
Click here and log your activity.
26
Click "Submit"
27
Click here.
Adding a note to the opportunity - not related to a contact
28
Click "Add Note"
29
Click this field.
30
Type any notes you might have regarding the opportunity.
31
Click "Save"
Adding Categories to the company
Tip! Adding these categories will help you run reports and classify your prospects.
32
Click "Toy Story"
33
You can also search the name of the company on the search bar.
34
Click "Tags" on the company's profile.
35
Click the dropdown under Company Category.
36
Select the type of category
37
Click the dropdown under Category Detail.
38
Select the appropriate option.
39
Click the plus sign to add the category.
Alert! if you don't click the plus sign it will not add it.
