Record calls, meetings, and other interactions with your contacts, including the KPIs you achieved, to maintain an accurate history and keep your goals up to date.
Steps to create a Activity:
From the Home Dashboard, tap the "+" button.
And select Activity from the menu.
Search for and select the contact associated with the activity.
Choose the activity type by selecting Contact, Event, or Marketing.
Set the activity date to indicate when the interaction took place. This field is required.
Select the direction of the activity by choosing Inbound or Outbound.
Choose the interaction method, such as Phone Call, In-Person Meeting, Email, Text Message, or Social Media. This field is required.
Select the KPIs achieved during the interaction, as applicable. Available KPIs may include:
Appointment Set
Appointment Conducted
Pulled Credit
Application Sent
Application Received
Asked for Referral
Asked for Review
Tap Save Activity to log the activity successfully.
The activity will be added to the contact's history, helping you track interactions, measure progress, and stay aligned with your goals.
If you have any questions or experience any issues, please reach out to our support team at [email protected]
- Accountable Support