Page 11 - Participant Guide - Unanet CRM Managing Relationships (eBook)

Web Activity Steps – Alternative Method
1. Place cursor in Search bar
a. Begin typing the Contact name in the search bar
2. Check the box for Contacts filter
3. Select the Contact
4. Click on the Activities link across top of the record
5. Scroll down and view the Activity Log

Utilize Activities Grid

The Activities Grid provides a quick and easy way to view and sort Activities. Many
different fields can be turned on/off and organized to your liking, and also allows easy
access to event details and associated records.

Activity 2.2 – How do I find a list of Activities I have to do

coming up?

Web Activity Steps – Recommended Method
1. Click on Activities in the left-side menu
2. Click the filter button and select My Events
3. Hover over the Status column header
a. Click the down arrow

b. Check Group By This Field
4. Find the group of events that are Not Started

NOTE: It is recommended to create custom filters, such as “On or before
10 days from now” for “Not started” events.

Mobile Activity Steps – Alternative Method
1. Log in to CRM Mobile
2. View the My Activities Due Today widget on the home screen

Utilize Insights
It is vital to be prepared when conducting a touchpoint with a Client. Within a logged
Event you can utilize all of the information the CRM provides to get ready.

Activity 2.3 – I’m going to a meeting and want to know about
people and companies that I will be meeting.

Mobile Activity Steps – Recommended Method
1. Open the Event

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Lesson 2: View Activities