Emails, calendar events, and calls are usually logged in Spiro automatically. But sometimes you'll need to log something manually, and this guide will show you how to do so.
Logging Activity with Companies and Opportunities
To log activity for a company or opportunity (not specific to a contact), navigate to the company or opportunity page and choose Log Activity from the menu found under the MORE button.
You will be presented with a menu of different activities that you can choose from. You can also customize this list under settings if you are an admin.
Logging Activity with Contacts
Next to each contact in Spiro, you will see different ways to interact with a contact: Call, Email, Text. You can also find more action items, like setting a reminder or adding an attachment, under the MORE button.
If you use Spiro's default email client, you will have a native email writing experience. You can select from any existing template (you can create templates under settings) or write your own. If you've added an email signature in settings, it'll be added at the end of your automatically.
If you choose to use your own email client, you will see the following screen:
Set reminders so your Assistant can remind you when to follow up with contacts in Spiro.
This action will allow you to log several types of activity for outbound correspondence, and these options can be customized by an admin if you would like a custom reminder type.
All the activities you log in Spiro will populate on the Timeline which is a history of your past interactions with contacts. You can filter the timeline by type of activity, date, and owner.
You can also add notes and attachments to the timeline using the MORE button at the top of the page.
If you click into the timeline (on any interaction) a drawer will open with the activity details.
As seen in the image above, there is a tab entirely dedicated to activities in Spiro. Here, you can search in the search bar for different activity titles, and you can even search for keywords from the contents of an email. You can also use the filters to further refine your activity search.