How to log an Activity manually

Activities allow you to keep track on everything that happens in the relationship with your client. In case you need to log any Activity manually, just follow these steps

A. Click on Contacts

B. Click on All

C. Click on the Contact you want to update

D. Click on the Wheel to open the Actions Menu

E. Click on Create activity

F. Select an Activity Type

G. Type the Subject of the Activity

H. Write the Details of the Activity

I. Click on Add if you want to include any extra contact in the Activity

J. Click on Save

K. Click on Activities Tab

L. You can check all the Activities in this tab