Anywhere you see “Pending Activities” in your Current RMS system, you can create activities.
Activities are generally created regarding something, e.g. regarding an organization or product.
Here’s a full list of pages where you can create activities:
You can also create activities that aren’t regarding anything by heading to Activities > Activities and hitting add activity.
Why would you create activities?
Different businesses work in different ways, but here’s a few ideas.
Schedule a call with a contact who is set up as a bookable resource to make sure they’re available.
Remind your team to send a follow-up email to a customer after an event and capture any feedback.
Plan a visit to a venue for the first time to learn about site and power requirements.
Record vehicle servicing by creating an activity and marking the time as busy to make the vehicle unavailable in the resource planner.
Remind your team to perform a software update on a camera or laptop.
Set a meeting for staff training days for a particular service.
Enter a task to book a repair with the manufacturer and record details of it.
Opportunity or project
Schedule a call with a customer to confirm numbers.
Remind yourself to send a chase email to a client who’s not paid an invoice.