Keeping track of Activities (Tasks, Meetings, Events, Emails, Phone Calls, Letters) will help you build strong relationships with your Accounts. Whenever a Account 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 Account, 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:
Creating an activity from the calendar
Creating an Activity directly from the Raynet Calendar has one big advantage - when you create it, you specify not only the activity type, but also its time and duration, simply by where you place it in the Calendar. In addition, you can choose whether you are creating the Activity for yourself or for another user.
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 and fill in tha Name/Subject (required field). Other details can be added as needed - for example, you can link the Activity directly to a specific Contact or Account, or add 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 +Add 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 and select the Activity type. A dialog box pops up and you repeat the process described above.
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. For more information about creating Activities in bulk, see this article.