Activities & Tasks

What's in this video: A walkthrough of the activity section on a contact's profile, with a focus on tasks.

• Notes — add a note about a customer under the New Note tab and hit save
• Email — works like a normal email (to, from, subject, body); you can save messages as templates, set them visible to yourself or all users, and reuse them from a dropdown
• Call & text — text or call customers directly from Callers IQ if you have a phone extension; calls ring to your phone via the mobile app (or dial straight from the app), and templates work here too
• Inventory — email or text specific units to a contact by clicking "View All," picking the unit, and filling out the message
• Activity log — manually log any contact that wasn't captured automatically (emails, meetings, walk-ins) to keep a full record
• Tasks — create a task with a name, notes, assigned champion, date/time, and optional email reminder; set a type (e.g., call) and status (e.g., not started); find it in the task bar, then edit notes and mark it completed when done

Creator: Travis - Client Services Manager