Activity Tracking for Leads, Customers and Vendors
The Activities App keeps a full record of all your interactions with your customers, vendors, leads and more. An activity logs an interaction like a phone call, email or in-person meeting to create an accurate, detailed history of your business relationship. By keeping track of your activities in a Customer Relationship Manager that syncs with QuickBooks, you and your team get a single view of each customer, from interactions to QuickBooks transactions, all in one centralized place.
Why should I track interactions with the Activities App?
Maintain a Proper Activity History Your Entire Team Can AccessStop using Notes and To-Do’s in QuickBooks. Keep track of every interaction, like phone calls, emails, appointments, and services performed, in the Activities App so your entire team sees up-to-date history.
Set Reminders and Follow-ups For Yourself and Your Team MembersAssign follow-ups and schedule meetings for you and your team members. When you create an Activity, it gets added to your Shared Calendar, so even when you assign tasks to others, nothing gets forgotten.
Track Relationships from Lead to Repeat and Everything in BetweenThe Activities App allows you to create an activity and link it to an Opportunity. This allows you to track your relationship with leads all the way through the sales funnel.
How do I start using the Activities App?
- For starters, you need to have a Method account. If you don’t yet have one, sign up for your Free 30-Day Trial Here!
- Sign into your Method account, and you’ll see your Activities App.
- To create a new Activity, click New on your Activities App, or click New Activity on your Activity List.
- Add comments, assign an owner and activity type, choose a contact with whom to associate this activity and you’ve done it! For a more detailed walkthrough of creating an Activity, read our help article here.
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