When logging activity in Spiro, we recommend you do this at the Contact level. Next to each Contact in Spiro you will always see four actions; Send Email, Set Reminder, Log Activity, and Web Search.
Logging activity for your contacts associated with opportunities in Spiro is important because it helps maximize the recommendations provided by your Spiro Assistant.
This action will pull up your email templates in Spiro for fast and easy outbound emails. To create email templates go to settings.
Set reminders so you Assistant can remind you when to follow up with contacts in Spiro. Reminders will populate in your Assistant on the date they are due.
This action will allow you to log several types of activity for outbound correspondence. When you log activity, you will always be be prompted to set a reminder or next step.
This action allows you to do a Google Search to help gather information about the Contact. The Search will pop up in a separate tag and automatically search for the Contact's name & company.
All the Activity you log to a Contact will populate the Timeline and Reminders for every Opportunity and Company associated to that Contact.
All the activity you log to a Contact will populate the Timeline which is a history of your past interactions with contacts. You can filter the timeline by type of activity, date and owner.
You can also add notes and attachments to the timeline.
Questions? Email [email protected]