Page 14 - Participant Guide - Unanet CRM Managing Relationships (eBook)

Web Activity Steps – Alternative Method
1. Click the + Create New button in the top right
2. Select Event
3. Enter a Subject
4. Update Starts and Ends times
5. Enter any other details
a. Select an Event Type
b. Select a Disposition
c. Add Comments
d. Add Attendees
e. Make Associations
f. Notify Personnel

Update Events

Activity 3.2 – I just left a meeting with a prospect, how can I
log the details?

Mobile Activity Steps – Recommended Method
1. Open an Event from your home screen
2. Tap the Edit button in the upper-right corner
3. Scroll down to Comments and enter text
4. Tap the Done button in the upper-right corner
5. Scroll down to Follow Up and toggle on
a. Enter a required Start Date and Time
6. Check Include Comments
7. Tap Add Personnel and enter name
8. Tap Done
9. Tap Save

Outlook Activity Steps – Alternative Method
1. Ensure the Unanet CRM side panel is open next to an Outlook
calendar meeting
2. Open the Contact record
3. Open the Events section
4. Open the Event needing an update

5. Add Comments
6. Click Save and Close

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Lesson 3: Manage Activities