Activity Records

Activities let you track all of your interactions while out in the field: an in-person meeting, a phone call, or more. With customizable Activity Types, you can easily understand the context of a meeting and take actionable steps to move forward.

Only the Account admin can add new Activity Types. 

Default Types:

• Visit
• Call
• Email
• Meeting
• Lunch
• Task
• Text

To add a new Activity Type:

1. Tap on the profile icon in the upper right corner of the Home Screen > "Settings" in the side panel that appears on the left 
2. Select the Activity Types dropdown
3. Tap “+ Add New Type”
4. Name the custom Activity Type and select an associated color 
5. Tap “Save”

To log an Activity:

1. Navigate to the record you would like to log an Activity to and hit "Add Activity" in the Quick Actions or "Add" within the Activity tab of the Company Record View 
2. Fill out all Activity Fields:
   • Date and Time Stamp: When the Activity was completed or should be completed in the future - this will default to the current date and time 
   • Activity Type: The interaction you made with your customer (Ex: Visit, Call, Lunch)
   • Activity Name: The Activity Type and Company Name will fill by default; however, this value can be edited in a free text format
   • Relationship:
     • Company: Associate the Activity with a Company record
     • Person: Associate the Activity with a Person record
     • Deal: Associate the Activity with a Deal record
   • Notes: Any important notes about the interaction
          
   • Custom Fields: The MMC Team Admin can create custom fields for Activity records
     • Example: "Marketing Materials Left" to indicate any materials dropped during the visit 
   • Files: Upload a photo, video, or document that might be helpful for this event
   • Assignee: The executor of the activity - this is often the same as the Activity creator 
     • Note: Managers can assign the activities to their team members here 
3. Select Log Activity when completed

To create a Follow-up Activity:

Use follow-ups to schedule another visit, meeting, or any other activity type to the associated record you are currently working on using the "Schedule follow-up on next step option" at the bottom of the Activity you are logging: 

Alternatively "follow up" Activities can just be scheduled Activities created by adjusting the Date and Time stamp into the future! 

• Notifications: Select when and how you would like to get notified before you hit the activity date. (Example: Via email 30 minutes before)

Additional Date and Time Stamp options: 

Clicking into the Date and Time stamp of an Activity allows for adjusting this Start and End value as well as some additional options such as: 

• All-day activities: For events lasting an entire day
• Repeats: If the activity repeats on a specific frequency, such as once a week or every two months 

Once created - you will be able to view all Activities on the Planner view. To learn more about the Smart Planner, visit this article