Logging activity is important so you can see exactly where you left off with a potential customer and even start to analyze what type of activity leads to won opportunities. Spiro automates some activity for you so you can spend more time selling and less time doing data entry.
Activity is always logged on the contact level. To get started, navigate to the search tab or drill in to an opportunity from the opportunities tab to find the correct contact.
There are multiple actions or ways to log activity:
Send an email: By simply clicking on the email address in the contact page, that will direct you to a page where you can either write a custom email or use one of Spiro’s many pre-made email draft templates.
Make a call: Select any of the phone numbers in the contact page that you would like to call and it will immediately call that number. Once the call is over, you will be instantly prompted to log your activity and set a reminder.
Note: Spiro can not automatically prompt you to log an inbound call, so be sure to still log that activity by searching for the contact and choosing the Log Activity icon in the bottom of the toolbar.
TIP: Use the dictation bottom on your mobile phone to speak your notes to Spiro! You can log activity without any typing involved!
Set a Reminder: Set a reminder for yourself so you know when to reach out next. You can do this by choosing the “Remind Me” icon in the bottom right hand corner of the screen.
From there, you will be directed to a page where you can create a reminder for yourself with information for the future. Your Assistant will send you push notifications and emails to remind you to follow up. You can see a list of your daily reminders from the Assistant tab in your mobile app.
You can see a list of your reminders in each contact page under the contact information.
Log Activity: Navigate to the middle of the bottom toolbar you will find the “Log Activity” icon. Choose this action to quickly record calls or in person meetings. Any time you log activity you will always be prompted to set a reminder.
All activity logged and reminders set will populate at the bottom of the contact page and you can view all activity events in the timeline section.
A summary of your interactions with a contact will populate in the Timeline. You can also add notes, attachments and new opportunities for a contact.
Questions? Email [email protected]