Categories
- Contacts
- Notes
- CRM
- Users
- How to quickly add a lead?
- Can I group my prospects?
- How to convert a client into a prospect to sell another product?
- I’m the Sales Manager and have several sales executives, how can I reassign a lead from one to another?
- How do I move a lead between different CRM steps?
- How do I register an event or activity for a prospect?
- How can I view the list of products and services?
- Managers
- How can I manage prospect stages?
- How can I manage prospect events and activities?
- How can I manage prospect statuses?
- How can I manage work order statuses?
- Billing
- Quotes
- Tasks
- ClockEase
- Phone
- Fleet Hub
- Users
- How to add a vehicle?
- How to register vehicle maintenance?
- How to add a checkpoint to a vehicle?
- How to set a reminder for a vehicle?
- How to report an issue with a vehicle?
- How to view full vehicle information?
- Managers
- How can I manage vehicle brands?
- How can I manage vehicle types?
- How can I manage vehicle subtypes?
- How can I manage the service types used in vehicle maintenance?
- How can I view and manage mileage by service and brand?
- Cybix AI
- Chat
- System
- Users
- How do I manage my profile information?
- How do I change my profile password?
- How do I view active sessions on my profile?
- How do I manage notifications?
- Managers
- Set Up Your Company
- Register Your Main Office and Branches
- Set Up Special Taxes
- Upload Your Products or Services
- Configure Outgoing Email (SMTP)
- Define Units of Measurement
- Define Your Referral Sources
- Define Roles for Your Team and Clients
- Create Individual Access for Each Member of Your Organization or Business
- Create Work Teams
- Activate Automatic Notifications
- Install New Languages
How do I register an event or activity for a prospect?
Inside the CRM module, select the lead for whom you want to register an event or activity. Click on their name, and a panel will expand within the same lead card. There, you’ll find two buttons: “Action” and “Edit”.
Click “Action” to open a pop-up window with a form.
Fill out the required fields—most importantly, select the appropriate “Step” and choose either “Event” or “Activity”. Once completed, click the “Save” button to register the event or activity.
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