Adding an Activity
1. Click +Add button on the top right and select Activity.
2. Complete the Activity Type, Subject, Date, and Status fields, which are required (denoted by a red asterisk).
Note: While Email can be used as an option on the Activity type, it is best used for capturing emails from your email application into an activity in Matrix. The activity types available may vary, depending on the settings set by your organization. For example, beneath Call, you may see Cold Call and Collection. You can use these types to specifically classify your activity. Or, if you wish to just generally classify it, you can choose Call.
3. Complete the optional fields, as necessary. For example, you may want to add a contact. To add a contact, click on the Contact field, and type at least two characters. Once a list of choices displays, select the contact that you wish to attach. You can add another contact to the same activity by repeating the previous steps. The first contact added, is the primary contact.
Note- The other optional fields that you can associate the Activity to is Project, Account, Agency and Deal
4. Click the Save or Save & Add Another button. The Save button saves the activity and closes the dialog box. Whereas, the Save & Add Another button saves the activity, and immediately displays a blank Add an Activity dialog box. Use this option as a convenient way to add a follow-up activity.
Adding an Activity on Mobile
1. Please tab Actions and then tab Activity.
2. Complete the Activity Type, Subject, Date, and Status fields, which are required (denoted by a red asterisk).
Note: While the Email type can be used, it is best used for capturing emails from your email application into an activity in Matrix. Also, the activity types available may vary, depending on the settings set by your organization. For example, beneath Call, you may see Cold Call and Collection. You can use these types to specifically classify your activity. Or, if you wish to just generally classify it, you can choose Call.
3. Complete the optional fields, as necessary. For example, you may want to add a contact. To add a contact, click on the Contact field, and type at least two characters. Once a list of choices displays, select the contact that you wish to attach. You can add another contact to the same activity by repeating the previous steps. The first contact added, is the primary contact.
4. Click the Save button.