Keeping track of Activities (Tasks, Meetings, Events, Emails, Phone Calls, Letters) will help you build strong relationships with your clients. Whenever a client reaches out to you, you can quickly look at the History to see everything you've ever discussed with them. In addition to that, you will never forget to contact a client, because you will be able to see all scheduled Activities in the Calendar and set Reminders.
This article will explain all the different ways of creating an Activity:
- From the calendar,
- from the detailed card of an Account, Contact, Deal, etc.,
- from the activity list view,
- from the main menu,
- from the list view for multiple accounts/contacts at once.
Creating an activity from the calendar
Creating an Activity directly from the Raynet Calendar has one big advantage. You select the Calendar of the user you are setting up the activity for, and you set the time and duration by moving the activity around.
Click anywhere in the user’s Calendar and drag the mouse to set the duration of the Activity you want to create. Then select the Activity type.
The next step is to fill in the details in the window that just popped up. The only required field is the Name or Subject. You can fill in the other details if necessary. You can also link the meeting to a specific Contact or Account and write down, for example, points to discuss.
In the same window, you will also find the option to add a reminder.
Also worth mentioning are these two checkboxes:
- The first one is used for creating an Activity that has already taken place, for example, when you want to have a record of a call for future reference. The time of completion will be automatically set as the current time.
- The second checkbox is used to mark private Activities. So if you have, for example, a doctor's appointment in the Calendar, that has no link to any Account, check this option.
Creating an activity from the account detailed card
By doing it this way, you can create an Activity not only for an Account, but also for other records (Contacts, Deals, Quotes…). On the Account detailed card, click the green plus button » select the Activity type you want to create, e.g., Phone Call.
Creating an Activity in this manner makes it easier for you to fill out the form – the Account name will already be filled in.
Creating an activity from the activity list view
You can also create an Activity from the activity overview. Click Activities in the Main Menu » All Activities. Click the green plus button and select the Activity type when the window pops up. Again, you need to fill out the form, as described previously.
Creating an activity from the main menu
The last way you can create a new Activity is directly from the Main Menu. Click the New Record button in the bottom left.
Creating activities for multiple accounts/contacts at once
You can also create Activities in bulk from the Account or Contact list view.
Just select the Accounts or Contacts you want to create the Activities for. A green + Create button will appear. Clicking on this button will open a drop-down box where you need to select the Schedule Activity option.
Fill out the dialog box and click the Next button.
In the next window, you can schedule the Activities to the Calendar and set a Reminder.
For more information about creating Activities in bulk, see this article.