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:

  1. 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.
  2. Complete with Outcome – allows you to add a short Outcome and additional notes that will are saved in the Log entry.
  3. 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.

Complete an Activity
Complete an Activity with Outcome

When you complete an activity with an outcome you can choose schedule a followup activity.

Schedule Followup

From the calendar

Tap an activity to choose an option.

Complete an Activity

From a contact

Tap to the Upcoming Activities list and short or long right swipe an activity to choose Complete or Complete with Outcome.

Activity Complete
Complete with Outcome

Uncomplete an Activity

If an activity has been completed a long, right swipe will uncomplete the activity and put it back on your calendar.


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