Glossary - Contacts
Sub Modules
Contact - Main
Name
Company/Organization
Title
Phone Number 1
Phone Number 2
Cell Phone
Fax
Website
LinkedIn URL
Secondary Email
Primary Notes
Categories
Communication
Contact - Activities
Activities
Activities let you keep track of scattered meetings and encounters members of your organization have with prospects and clients. The full team transparency of our system makes it easy to see notes about a lunch another team member had with a client. Activities allow you to track happenings before they're part of a specific project, and you can also easily assign any activity to a project later on. An Activity is where you most likely spend a great deal of your time in the Tracker. If you keep track of all of your daily activities here you will save a lot of time at the end of the month when you have to report all those activities!
Contact - Notes
Notes
We know you are asking, so what is the difference between a Note and an Activity!? We suggest a Note be a tidbit of information that you want to remember. Such as, someone shared with you that XYZ Company is planning an expansion, or you were told that The Enormous Company is wanting to expand into the area. You can also send a text (SMS) a Note or leave a voicemail to the Tracker! Go to Settings>Details>User Details>Phone Number Type, choose cell and then Save and then Verify.