Logging Activity For a Company | Scribe

    Logging Activity For a Company

    • Laura DiNitto |
    • 39 steps |
    • 2 minutes
    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

    information ordinal icon
    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"