This article will show the basics of Activities this is a part of the Panalitix software that enables a user to record all their activities/progress with clients in on place.
This is where you record all the interactions you have with the client. Access it by:
- Logging in to https://tech.panalitix.com
- Login with your credentials
- Go to My Activities
Types of Activities
Note - Usually used when a transaction you have is via email or in person. You can utilize this feature the way you see it fit for your business needs.
Phone - Use this option for every phone transactions you have with a client.
Event - Make sure you fill out the date duration of an event. It is best used if the transaction includes but not limited to the following:
- Contact detail changes (addresses, phone numbers, etc.)
- Adding/Removing employees
- Adding/Removing users.
TIP: You may create your own template to make it easier on recording your activities with a client.
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