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Activities and notes

Updated

Client records include a list of activities. Activities are notes about important client account events.

View activities

Each client record includes a collection of activities. Activities are automatically generated notes that document important client account events.

  1. Log in to the applicable reseller account.
  2. Click the Clients tab, then click a client in the Client List.
  3. Go to Latest Activity and click View All, or go to the top of the page and click Activities.

Add a note

Notes enable users, like advertising consultants, to write comments about clients, opportunities, and campaigns. Add them to your Activity list.

  1. Log in to the applicable account.
  2. Click the Clients tab, then click a client in the Client List.
  3. Next, click the Activity and click Add Note.

  4. Optional: If you want a note to be private–that is, only available to yourself–check Private in the New Note box.
  5. Click Save.

Notes immediately post to your Activity list. You can edit or delete them once they post.