Video 2 - Adding Interactions, Enquiries & Activities
Watch the below video, pause at any time to complete the checklist of activities attached below.
The video will cover all of the below sections, including;
- What is an Enquiry? What is an Activity?
- How to add an Enquiry to Tractivity.
- Adding different types of Activities to your Enquiry.
- Drag & Drop an Attachment to an Activity.
Please remember to complete the activities, during or after the video. To view the activities please click on the below attachment.
You can also download the user guide which accompanies the session.