Completing activities begins to create history of the relationship you have with your contacts. Each completed activity is saved as a Log entry on the contact building a historical perspective rich with details.
Complete an Activity
You can complete activities from the Dashboard, a contact or any calendar view. You have 3 options for completing an activity:
- Complete – completes the activity and creates a Log entry but you do not get the opportunity to add notes about the outcome of the activity.
- Complete with Outcome – allows you to add a short Outcome and additional notes that will are saved in the Log entry.
- Complete and Schedule Followup – when you Complete with Outcome you will have an option to Complete and Schedule Followup. This allows you to add a short Outcome and additional notes that are saved in the Log entry. After the log entry is saved a follow up activity is created that automatically has the participant name and notes pre-populated for you. You set the date and time and save it to your calendar.
From the Dashboard
You can quickly complete an activity from the Dashboard with a short, right swipe. This will complete the activity without an Outcome. A long, right swipe prompts you to enter an Outcome and Notes before completing the activity and saving a Log entry to the contact records of the participants.
When you complete an activity with an outcome you can choose schedule a followup activity.
From the calendar
Tap an activity to choose an option.
From a contact
Tap to the Upcoming Activities list and short or long right swipe an activity to choose Complete or Complete with Outcome.