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 for you so you can spend more time selling and less time entering data.
Make a call: Select any of the phone numbers in the contact page that you would like to call and it will immediately call that number. Once the call is over, you will be instantly prompted to log your activity and set a reminder. If you are using Spiro Voice, be sure that it is turned on under settings.
Note: Spiro can not automatically prompt you to log an inbound call, so 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!
Your Assistant will send you push notifications and emails to remind you to follow up. You can see a list of your daily reminders from the Assistant tab in your mobile app.
A summary of your interactions with a contact will populate in the Timeline. You can also add notes, attachments and new opportunities for a contact from top of any company, or contact page in Spiro.