Go to the Customers menu and enter the Customer name in the top left search bar

Click on the Customer name for the Customer record you wish to update.

You will automatically be taken to the “Activities” tab which displays all Activities (both logged and scheduled) listed in Descending date order with most recent at the top.

Click the “Schedule Activity” button on the top right of the panel to display the Scheduled Activity popup.

In the popup window, enter all mandatory fields which are marked with a red star.

Additionally, you can add a supporting Note to log more details around the Activity if you wish such as meeting / action notes etc, as well as the option to “create a follow-up activity”.

A follow-up activity would be for example, the Customer has asked you to call back next week etc, then you can schedule this follow-up all from here in one simple action.

Once all items have been added, hit the Submit button to save all information.

Once this has been done, you will then automatically see the scheduled record appear in the Activities table.

Go to the relevant Leads Menu to find your Lead. If you are not sure which status your Lead is (i.e. live, snoozed, closed, converted) then simply go to Leads List which lists ALL Leads ever added for your business.

Use the Top left search bar to either enter your Lead ID, Company name or Contact name and the system does an instant dynamic search so you don’t need to hit enter.

Once you have located the relevant Lead you wish to schedule activities for, there are 3 types of event you can schedule:

Once you have selected the event type along with the date and time of the scheduled activity, click Submit to save the activity.

The scheduled activity will now be saved against the relevant Lead and will appear on both the Lead Comments and also Activity Feed.

Go to the relevant Contracts Menu to find your Contract. If you are not sure which status your Contract is (i.e. live or closed) then simply go to Contracts List which lists ALL Contracts ever added for your business.

Use the Top left search bar to either enter your Contract ID, Company name or Contact name and the system does an instant dynamic search so you don’t need to hit enter.

Once you have located the relevant Contract you wish to schedule activities for, there are 3 types of event you can schedule:

Once you have selected the event type along with the date and time of the scheduled activity, click Submit to save the activity.

The scheduled activity will now be saved against the relevant Contract and will appear on both the Contract Comments and also Activity Feed.