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Adding an Enquiry Activity

Create records of interactions inside an Enquiry

    This article explains how to create an Activity under an Enquiry record. This can be used to log any interaction taking place as part of a longer conversation with a Contact.

    Please note: The fields in the 'Add Enquiry Activity' form have been configured by your organisation and may look different to the form used in the video below. If you would like to use any additional fields, or add any options to existing drop-down fields, please reach out to your superuser.

     

    Adding a Enquiry Activity

    First, find your Enquiry in the Enquiries module, or under the Contact that the Enquiry concerns. On the View Enquiry page, select Add Enquiry Activity from the left-hand menu.

    The Add Enquiry Activity form can include the following fields.

    • Title – Add a title which is relevant to the interaction.
    • Associated Contact – Associate the Activity back to the original Contact (the Contact whom the Enquiry was created against). This will make the Activity appear under the Activities tab on the View Contact page.
    • Activity Type – The type of interaction that took place. E.g. Phone Call, Meeting, Email Sent.
    • Activity Amount – This can be used to log a numerical value for the Activity.
    • Status – Specify whether the activity is Pending or Completed.
    • Priority – Set the priority level of the Activity i.e. low, medium or high.
    • Sub Projects – For organisations with multiple ongoing projects or initiatives, you can use this option to note the work that the Activity relates to.
    • Stakeholder Category – A way to segment the Activity based on the type of stakeholder.
    • Notes – The main details regarding your interaction.
    • Sentiment – This can be Positive, Negative or Neutral.
    • Agreement Notes – The outcome of the interaction, such as any actions to be taken following the conversation.
    • Account Group – Highlights which team or department in your Organisation has completed this interaction.
    • Allocated to Teams – Select the Team or Users who you want to view the created Activity on their Home screen. Please note: only Pending Activities will only appear on the Home Screen.
    • Owner Teams – Select who can edit or make changes to this Activity.
    • Make Notes Confidential – If this box is ticked, only Users or Teams assigned in the Owner Teams field will be able to see Notes, Agreement Notes, Email Notes and Activity Attachments.
    • Start Date & End Date – Note the date and time of when the Activity took place (or will take place)

    Once you have completed the form, click Save at the bottom.

    Adding a Reminder

    You can also set up a reminder for your Activity. The form has a checkbox at the end labelled Add Reminder. If ticked, this will open up additional options to set a reminder for this Activity. Reminders will appear on the Home Screen and in automated Tractivity emails.