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.
Sending an Email
By clicking on the email address from the contact page, you will be able to use one of Spiro’s many pre-made email templates. You can create your own templates under settings on the web version of Spiro.
Making a call:
Clicking on a Phone or Mobile field will prompt you to make a phone call using Spiro. This only applies to the out-of-the-box Phone and Mobile fields from Spiro. If you have Spiro VOIP enabled on your mobile app, this will dial out using Spiro's VOIP. 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 choosing the Log Activity icon in the bottom of the toolbar.
TIP: Use the dictation bottom on your mobile phone to speak your notes to Spiro! You can log activity without any typing involved!
Setting a Reminder:
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.
A summary of your interactions with a contact will populate in the Timeline. You can access the Timeline for company or contact by scrolling down and clicking on Activities. You can then drill into individual activities so you can quickly catch up on where you left things off with your contact.