AJ Email Summary – who receives what report in the morning?
Every user that creates an Activity Journal (AJ), receives a summary email in the morning for the AJs they created. There is a setting, turned on by...
Video – How to Create Activity Journal in 60 Seconds
This video will show you the very basics of how to create an AJ in less than one minute.
This video will show you the step-by-step instruction...
Adding an Additional Contact Not Associated with a Customer to an Activity Journal
Have a Manufacturer or a Distributor (or any contact not associated with the customer) attending your sales meeting and you would like to document th...
Microsoft Teams Integration
What if my Activity Journals for a particular product line could publish into a Microsoft Teams channel so that my reps can action those activities o...
Increasing Sales using your Calendar Webinar
Selling first virtually requires additional skills with your calendar management.Join Steve Turner of Turner Time Management and John Mitchell, Presi...
Field Rep Pocket Guide (PPT)
There is a printed Field Rep Pocket Guide available that folds up and tucks in your pocket, car, or iPad/tablet carry case. This is a digital PPT Sh...
How to Print Activity Journals
You can print an Activity Journal list to view all of the activity within a specific company. Click below to view step-by-step tutorial.
How to Create Activity Journal (Online/Mobile/Sync+)
How to Make Call Notes & Reminders Using Activity Journal
Activity Journal entries allow you to keep track of what activity has taken place wi...