Operation 1
Log an activity
Put the call, email, note or meeting on the record the day it happens.
- 1
Open the contact, lead or deal.
- 2
Add the activity for what just happened.
- 3
Write one line about the outcome.
- 4
Save. It sits on the timeline.
Operation 2
Review the timeline
See the story before the next conversation.
- 1
Open the record.
- 2
Read the recent activities from newest to oldest.
- 3
Open a related quote, task or booking if you need the detail.