What is an activity?
An interaction between you and a company and/or person such as a phone call, meeting, or email. You don't need to log every single email, only those with information that might be relevant or provide context to you or others in the future.
Logging activities is an important step in understanding the relationship we have with our corporate partners. When everyone logs their activities it also allows us to measure how active a company is with the college. It also helps build your own network by providing visibility to you about who already has a relationship with that company and what their interests are.
You can add the activity before or after the interaction has occurred. If you want to log before it has occurred, follow the steps to create a task. You can also log emails directly from Outlook with the Salesforce for Outlook.
Step-by-step guide
Here are the steps to adding an activity
- Search for an account or contact where the activity needs to be logged or open the record by clicking from another record.
TIP: Whatever record you start your activity from will automatically be added to the activity.
- On the Activity component click on the Log Activity tab
- Fill in the fields on the Activity (image --->)
Fields in the list below that are indicated with a red asterisk * are required. Fields marked with a are also important but not required.
*Assigned To: Who completed the Activity
Name: The contact (or lead) record from the company was a part of the activity. You can add multiple records here.
Due Date: The date the activity occurred.
Related to: Add the name of the Account for the company that was involved in the activity. You can only have one. If there are multiple companies, you need to log a new activity for each company.
Type: Choose from Email, In Person Meeting, Meeting(Conference), Meeting(Event), Meeting(Off-Campus), Meeting(On-Campus), Meeting (Phone/Video Call), Other Event, Phone/Video Call.
Subject: You can choose from the list or type your own
Engagement Area: Select one or many choices from the list. This represents what was specifically discussed as a part of the activity.
Objectives: What the objectives for the activity were
Comments: This is where you summarize your notes from the activity
Targeted Units: Similar to Engagement Area but allows you to pick one or many programs that were discussed during the activity.
Targeted Academic Program: Similar to Engagement Area but allows you to pick one or many programs that were discussed during the activity.
Include in Report: This is used by External Relations only to indicate the activity was substantive and should be included in summary reports to college leadership.
4. Click Save
Important
When logging an activity include both the company and the contact who you interacted with. This way even if that person moves to another company, the activity will still be logged with the company.