There are two ways in which you can add an activity to a company.
New activity icon
Go to the company's dashboard view and click on the yellow icon on the right.
A menu will pop up where you can choose the type of activity you want to register.
Fill in the fields and click on SAVE NEW ACTIVITY.
Fill in the fields and click on SAVE NEW ACTIVITY.
The new activity will be registered on the section Activity.
If the result an activity carried out is a Correct contact, the status of the lead and the company will be changed into Contacted.
If the result an activity carried out is a Correct contact, the status of the lead and the company will be changed into Contacted.
Log activity
Go to the company's dashboard view and click on three dots.
Select Log Activity from the drop down menu.
A menu will pop up where you can select the type of activity carried out.
Fill in the fields and click on SAVE NEW ACTIVITY.
Fill in the fields and click on SAVE NEW ACTIVITY.
The new activity will be registered on the section Activity.
If the result an activity carried out is a Correct contact, the status of the lead and the company will be changed into Contacted.
If the result an activity carried out is a Correct contact, the status of the lead and the company will be changed into Contacted.
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