Log a call, meeting or note
An activity is a record of something that happened with a customer: a phone call, a meeting, a demo, a visit, an e-mail or a note. Logging them keeps the whole team up to date, and the dashboard and reports count them.
Log an activity
- Select Log activity on a company or opportunity, or New > Log call or note from any screen.
- Choose the Type, for example a phone call.
- Check the Company, tick the Contacts who took part, and choose the Opportunity if it was about a deal.
- Check When it happened, and type a Subject.
- Write what was discussed in Notes. On a device with a microphone you can dictate the notes with the microphone button.
- If the note is only for your team, tick Internal: keep this note out of e-mails to the customer. The timeline marks it Internal, and ASTRO never uses it when it drafts an e-mail to the customer.
- Optional: type the Next action and choose a Follow-up date, so the next step is not forgotten.
- Select Save.
If you close the form after typing, ASTRO asks Discard what you typed? first. Without a connection, a new note is kept on your device and sent later; see Offline notes.
The activity timeline
Companies and opportunities show their activities newest first, on the Timeline and Activities tabs.
- Search loaded activity and the activity type buttons narrow what is shown.
- Select an activity to read its full notes. From there you can Edit it, Add follow-up or Attach file.
Demos, meetings and visits also appear on the calendar.