Page 13 - Participant Guide - Unanet CRM Managing Relationships (eBook)

LESSON 3: MANAGE ACTIVITIES

Learning Objectives
Manage activities
• Create Events
• Update Events

Introduction
Using Events to schedule and log interactions with clients, prospects, and colleagues
will organize your calendar and also log critical information for your entire firm to access
in the CRM. An Event supports multiple organizers and attendees, admin-defined Event
types and dispositions, and notifications.

The following activities highlight uses cases that a business developer will commonly
encounter.

Create Events

Activity 3.1 – How can I easily log an event I was invited to?

Outlook Activity Steps – Recommended Method
1. Ensure the Unanet CRM side panel is open next to an email
meeting invitation
2. Click the + New button
3. Select Event
4. Enter a Subject
5. Update the Starts and Ends times
6. Add any other details
7. Click Save and Close
Mobile Activity Steps – Alternative Method
1. Click the + button in the upper-right corner to add a new item
2. Select Event
3. Enter the required Subject field
4. Enter a Location
5. Check All day event or set date and time
6. Tap Event Type and select an option
7. Tap Disposition and select an option
8. Tap Save

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Lesson 3: Manage Activities