How to Make Call Notes & Reminders Using Activity Journal
Activity Journal entries allow you to keep track of what activity has taken place with a Company/Contact. Best practice for Activity Journal entries is to select the Contact first. The Customer (aka Company) will then automatically populate. There are 8 different ways to access a new Activity Journal entry. You can create an entry using the web instance of Repfabric or using the app on your smart phone. The Mobile App tutorials are covered in this document. There is a separate document containing instructions from Web Portal
8 Places to access Activity Journal & create an entry
Repfabric Web Portal
From “Create” button top right corner of portal. **Fastest Access
In a Contact
In a Company
From Calendar in “Organizer”
From Event link on Home page
Repfabric Mobile App
In a Contact **Fastest Access
In a Company
From an Event link/Calendar
Setting “Call Types” and “Subjects”
Using a common set of words for the “Subject” of your Activity Journal will allow you to answer the context of the meeting. Subjects are defaulted from your email calendar event names, but can be entered as a topic of the meeting. ““Had lunch with Kathy”, “Stopped by Chuck’s office.” for example. Call types are set by your administrator and should be used for the kind of meeting or action that was held.
Examples include:
Sales call (default)
Phone call
Inbound call
Call with Manufacturer
Drop in
Call types make classifying the amount of effort put into a particular product line very simple for insightful comparisons against the dollars that line generates.
