Pending Activity

29 views April 17, 2017 jpajaro 0

Pending Activity

Records all the activities for yourself or any of the representatives in your team: phone call, Meeting, e-mails, mailers, handwritten Notes and meeting outside of the office:

pending activity

Pending Activity Screen

Add a New Activity

  • Click on add a new activity.
  • Click on: “Click Here to add a New contact”:

 

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New Activity Screen

  • Select a account and click on next:

 

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New Contact Screen

  • Fill the fields in yellow: first name and Last name, and click on next:

 

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  • Enter Contact’s additional information, and click on next:

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  • Click on finish button:

create new contact

  • Click on Next, select the activity and click on next again:

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  • Fill the fields in yellow and select finish, the activity will be add to the list of activities:

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Create a New account

  • Click on: “Click here”:

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  • Fill the field in yellow and click on next:

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  • Type a main phone and click on next:

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  • Fill the field in yellow: Company and click on next:

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  • Appears in screen a new account, ┬áclick on finish:

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