Log an Activity

CRM → Activities is the record of what your team has done with customers: calls, emails, meetings, notes and tasks.

Log an activity

1. Go to CRM → Activities and click Log Activity.
2. Choose the type: call, email, meeting, note or task.
3. Enter a Subject and the Date & time.
4. Optionally add the duration, the outcome and any notes.
5. Choose the Company, Contact and Deal it relates to. Start typing a name and pick it from the list. Once you choose a company, the contact and deal lists show only that company's records.
6. Click Log Activity.

The activity appears on the Activities page and on the timeline of the company, contact and deal you chose.

Set a follow-up

When logging an activity, fill in Next action and its Due date. It becomes a follow-up task at the top of the Activities page. The owner is reminded in Plenix when it is due or overdue.

Tick the task off with the check button when it is done.

Edit an activity

Open the activity from the list to change it. You can change who and what it is linked to in the same way, by searching for the name.