Activities

Assign follow-ups, history and reminders so nothing is missed.
  1. About the Activities App

    The Activities App lets you keep a full record of all your interactions with your company and your contacts...

  2. What is an activity?

    An activity is a record of an interaction between you (or your company) and another individual or organization. Activities...

  3. Activities App Preferences

    The Activity Preferences screen can be accessed from your Method dashboard by clicking the vertical ellipsis (⋮) on your...

  4. Create an activity

    The following steps will show you how to create and assign a new activity in the Method Activities App....

  5. Schedule a follow-up

    Scheduling follow-ups is a great way to ensure you keep in touch with your contacts, whether your next interaction...

  6. Link activities to cases/opportunities

    Sometimes, a string of interactions pertain to the same subject or issue, which is often true of a case or...

  7. Edit an existing activity

    Sometimes an activity will need to be edited due to clerical errors or to update information. The following steps...

  8. Create/edit an activity type

    An activity type determines what kind of activity you are creating. There are several activity types available in the...

  9. Create/edit an activity status

    An activity status identifies how far along the activity has progressed. There are several activity statuses available in the...

  10. Send email via an activity

    This article assumes you created an activity and clicked the Email Contact button. The following steps will show you...

  11. Using the Calendar

    How to use the Activities Calendar

  12. Activities Reports

    Tracking your activities

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