Activities include scheduled calls, meetings, and emails, each with optional attached notes and files. Each activity is associated with one record, usually a contact or account.
Create an Activity from Quick Launch
To add new activities to your schedule, Click the Plus button and in the slide-out window, select one of the two Activity options:
- “Schedule” an activity that will happen today or in the future.
- “Log” an activity that has already taken place.
Complete all of the applicable details (including the required Notes field) in the “Schedule Activity” or "Log Activity" screen and click the green Save button.
If the activity is scheduled in the future, it will appear on your Agenda on the day you've scheduled it and you'll get a notification in your Inbox the day the activity is due.
You can also link multiple associated records. In the above example, we’ve linked an account. If applicable you could also link an opportunity, innovation, contract, project, etc. This makes the system very flexible in keeping everything you need together and associated for easy reference.
Create an Activity from a Record Page
If you are currently viewing a Record (like an Account or a Contact) and would like to log an activity for that Record, you can easily do so using the Activities link on the inner left panel.
On the Activities page, you’ll see the historic activities for this Record, as well as three grey icons on the top of the page. The middle icon shows a red dot with the number of Scheduled Activities (in this case, 3), but if you would like to log a past activity, click on the right icon and fill in all required fields.
You will notice that the record you are currently viewing is the default Associated Record (this is a benefit of logging an activity from the Record), but you can always add other records.
From Forwarded Emails
You can also automatically log “email” type activities by forwarding your existing emails or BCC'ing Winmore using a distinct BCC email address. Ask your Winmore account manager or internal system administrator for details.
The agenda is the home page of the app. To add an activity, click the three lines in the upper left hand corner, this will take you to the Left-hand navigation bar. From here, click the Plus button and choose “Log Activity.”
Complete the activity log and click the Save button at the bottom of the screen.
Please sign in to leave a comment.