If there IS information already available in Arcadium, you will use a CALL REPORT or Activity to create an Action for yourself or assign to another individual under the Customer. I recommend going through the Customer Chapter as it is easier to determine you are looking at the right account.
If you are creating an activity or call report on a customer of yours, the customer will show in your Sales Account Dashboard under the All Accounts Assigned to Me panel. Single click on the underlined Customer Name. This will bring you to the Customer Chapter.
When you have the customer up, select the “New Activity” option.
This will bring you to the Call Report Chapter. You will see there is an asterisk showing we are documenting new information and must remember to save when we are done.
The date will automatically update for the date of entry and will automatically have you listed as the Owner.
If the date needs to be changed, use the three dots to the right of the starting date to bring up the calendar.
When you have determined your date for follow up, select the date, and the box will disappear, updating the date.
By default the Nature is set to Phone, and Status is set to Done.
Because we went through the Customer Chapter, it will automatically add the Customer to the field. Use the Subject box to document your information. This is important as it is what displays on your Sales Account Dashboard to make it easier to find in the future.
When you try to save the Call Report with a Status of “Done,” you will receive a pop-up asking if you would like to Create a Follow Up action.
If you select “Cancel,” the box will disappear, the information is now updated and saved although it stays on the same screen.
If you select “Ok” to create a Follow Up, a calendar will appear for you to select the date of the future follow up.
Once the date is selected, the page will refresh, updating the Starting Date with the newly selected date. The rest of the chapter information will remain. Because you are creating a new Call Report/Activity, you will need to remove the details in the Subject field, and update the Nature and Status Fields.
The Call Report/Activity will now show in your Sales Account Dashboard. Any “Done” reports will appear under the My Most Recent Actions.
Any future reports within the next 7 days, or any that are going back 60 days, will appear in the TODO 7 Days in Future - 60 Days in Past.
