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:
- User accounts
- Invoices & credits
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.
- User account
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.