Add new conversation [in-depth guide]
The Create a New Conversation icon is located in various locations throughout the system to allow users a quick and easy way to document the point of action. Depending on where it is created, the system will default specific links automatically into the new activity, as well as, the ability to see any other activities and meetings connected to that same link via the history area. This allows your team to quickly get at the necessary information needed to be more effective with their time and documentation of actions taken towards a contact, project, or sales effort.
New conversation | Main info | Details | Links | Attachments | Email to | History | Next steps | Resources
From Menu > Salesperson > Today Sales
The overall message of this activity.
Select activity date
Defaults to today's date.
By selecting a date in the future, you can assign yourself an activity to appear on your Today salesperson page.
By default, this box is checked. If the activity date or assigned to is changed, the box will be unchecked by the system.
By default, the person entering the activity is assigned. This search list will bring up all active users in the system.
You can click the mail icon to add the assigned to person to the email to list.
If this box is checked, only the assigned to person can view the activity's contents.
This button will add the current date and time to the top of the body, so you can add to the existing description without losing what was done and when it was completed.
Body: description text box
The large text box allows you to document what the activity is about. The box allows you to perform simple formatting functions using the toolbar located under the box. If you highlight some text, the Web Address field will become activated and will allow you to enter a web link for the text.
NOTE: The text does not highlight or become underlined when it is a web link, the cursor will change when you mouse over the link.
Visible to clients
If associated with a project or task, the activity can be viewable to clients and vendors via the client/vendor portal. By default this is unchecked.
There are several tools available to spice up the look of the text in the description text box.
This allows you to highlight some of the text in the description, and make it a live link to the URL of your choosing.
NOTE: If you link the activity to other records, such as opportunities, contacts, companies, projects, etc., then a tab will appear in this section that allows you to edit those records directly through here.
This area provides search boxes to associate the activity with a project, task, contact, company, lead, or opportunity. Clicking on the mail icon will add the names associated with the project, task, or contact only to the email to list.
This area allows you to set a time, a reminder, and a priority for the activity. The originator is the person that created the activity.
From the Links section click the plus icon to add new links. This provides a drop-down search box for you to add multiple companies, contacts, projects, leads, and opportunities to the activity.
- Select a link type from the drop-down.
- Enter a search term, and click Search.
- Check the boxes add to the links.
- Click Add.
- Repeat for each link type.
- Click Done when complete to return to the Links screen.
NOTE: Links allow you to show one record in multiple areas of the system, however, the main links from the Detail tab are the only fields that can be reported on.
You can add attachments to the activity from here.
Anyone added to this section will be emailed when the activity is updated/saved, or someone responds via email to this activity.
This screen allows you to view and search for related activities and meetings.