You cannot add activities to a company. You must add activities to a property.
- Start off by locating and entering into the property that you would like to add an activity for.
- Click on the "Activities" tab and select "Add a New Activity."
- Reference next image for populating activity fields.
- All activities will be tracked within the activities tab.
- As you can see below, there is an activity that we scheduled, and once completed it will be crossed out to serve as a historical item on this property.
- The calendar tool is where you can see all activities across users and event types.
- This calendar is drag and drop so events (Inspections, Phone Calls, Meetings, etc) can be managed.
- Clicking on an Activity will bring you right into the property it was scheduled for.
- You can see the Contact Activity we had created here:
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