Customizing activities will allow your team to quickly log interactions with prospects and customers with just a few clicks and allow management to generate reports on activity data.
As an Admin, you can customize activities for your team under Settings > Activities. You can also
add custom fields to activities
to track additional data under settings > Custom fields/entities > choose Activity from the dropdown under Custom Fields section.
Click the pencil to the right of the activity to update or choose New Activity Type to add to the list.
Adding a new activity type:
Create a name for the activity, subject (what your team will see in the list when they log an activity) and add default text for what happened in the body of the activity. You can use the merge field <ContactName> so Spiro automatically fills in the name for the contact the activity is associated with.
Be sure to choose the correct result for your activities to indicate if the activity means you connected or didn't connect with a contact. Choosing “Connected" indicates you successfully interacted with a contact, which helps Spiro learn for future recommendations.
Interested in Spiro for your team? Sign up for a demo today: spiro.ai/demo
Questions? Email firstname.lastname@example.org