Complete an Activity

There are multiple ways an activity can be completed.

Add a New Completed Activity

1. Click New Activity button
   

2. The add activity modal should appear.  The following is required to add a new completed activity:

   1. Activity Type

   2. Past Date and/or Time

   3. Prospect/Contact/Referral Source for the activity

   4. Assign To - This is the employee that completed the activity
   5. Result 
   6. Status

3. Click Save

You will get a fly-in notification to confirm the new activity and will see the completed activity card under Completed Activities for that person.  

Complete a Scheduled Activity

1. Click Mark Complete link on a scheduled activity card
   

2. The add activity modal should appear.  The following is required to add a new completed activity:

   1. Activity Type (Pre-filled from the scheduled activity)

   2. Date/Time - This will automatically change to the current date and time for you

   3. Prospect/Contact/Referral Source for the activity (Pre-filled from the scheduled activity)

   4. Assign To  (Pre-filled from the scheduled activity)
   5. Result - Select the result of the activity
   6. Status

3. Click Save

You will get a fly-in notification to confirm the new activity and will see the completed activity card under Completed Activities for that person.