Recording Contact Activities

In this video, I walk you through the process of recording a contact activity entry for our curated groups or selected predetermined groups. You'll learn how to select stakeholders, log activities by filling out essential information like date, activity type, topic, notes, and attachments. Once you've completed these steps, simply click on "log activity" to ensure it's recorded in our wider activity system. Please make sure to follow these steps carefully to maintain accurate records. Your attention to this process is crucial for our ongoing stakeholder engagement efforts.

Last updated 5 months ago

Transcript:

0:00

To record a contact activity entry against an individual group of stakeholders in your curated groups or a selection of the predetermined groups that we have, either select all from a search or select all within what's viewable on a table.

0:16

Or the individual with the tick box option there, log activity, and you'll have this side navigation panel open, uh, in which you can complete activity information.

0:29

So pick a date, pick an activity type, put a topic- in there, and then add any notes and include any attachments.

0:39

Once complete, pick log activity, and that recorded in your wider activity.