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.
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Add your next step.
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Click under Next Step Date.
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Select the date for your next step.
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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.
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Type the name of the company.
14
Click the name of the company
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Click "Opportunities"
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Click the opportunity you want to log activity.
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Click the paper icon next to the contacts name.
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Click "Add Activity"