Logging Activity (Mobile App)

Logging activity is important so you can see exactly where you left off with a potential customer and start to analyze what types of activities lead to won opportunities. Spiro automates activity tracking for you so you can spend more time selling and less time entering data. 

Activities can be logged to a company, contact, or opportunity. To get started, find the company, contact, or opportunity you are interacting with.

Send an Email

By clicking the email address under contact details you will be able to use one of Spiro’s many pre-made email templates or write your own email. You can create your own templates under settings on the web version of Spiro.  

Make a call

Click on any phone number under contact details to make a call from your mobile app. If you have Spiro Phone mobile app, the call will dial out using Spiro Phone. If not, it will dial out using your cell carrier service.

Note: If you are not using Spiro's VoIP, Spiro can not automatically prompt you to log an inbound call.  Be sure to still log that activity by searching for the contact and logging the activity manually.

TIP: Use the dictation bottom on your mobile phone to speak your notes to Spiro! You can log activity without any typing involved!

Set a Reminder

Set a reminder for yourself so you know when to reach out next. You can do this by choosing the "Remind Me" option from the top right-hand corner menu. You can enter in any notes for your reminder, set the date you want to be reminded, and even set a specific time you want to be reminded. 

Your Assistant will send you push notifications and emails to remind you to follow up. You can see a list of your daily reminders in the Assistant tab in your mobile app. or on the web.

Log Activity

Although Spiro automatically captures emails, calendar events and phone calls made through Spiro, there may be times when you need to manually log an interaction such as an impromptu meeting with a customer. To manually log an activity, click the 3 dots in the top right-hand corner and choose "Log Activity" After choosing the activity type and taking any notes, Spiro will always prompt you to set a next step.


Collaboration Notes

Collaboration Notes is a section that can be found on various records throughout Spiro on the web as well as mobile app to allow internal communication about customers and prospects. You can tag other users or Groups (Ex: Field Sales) in notes to interact within the app and keep everyone involved up to date.

Recipients of a tag will receive an email as well as a Spiro push alert, you can even tag people who are not Spiro users. The person tagged in the note can reply to the email and this will create a new note.

How to View Activities

A summary of your interactions with a contact or company will populate in the Activities section on each record. You can access the Activities for company or contact by scrolling down and clicking on Activities. You can then drill into individual activities right from the mobile app so you can quickly catch up on where you left things off when you last spoke.