Activities

Creating a New Activity

Adding a New Sales Activity. Please view the video below to review the steps for entering a new sales activity and option related follow up reminders for maintaining your client relationships. * See…

Updated 2 years ago by Ashley

User Dashboard - Updating and Completing Your Activities from your Dashboard screen

Completing and Updating Activities from the User Dashboard. Please review the following video on the steps to update, complete and set future reminders as needed for your sales activities from the us…

Updated 2 years ago by Rick Day

Email Activities - sending emails to STS Cloud to auto create client activities

EMAIL DROPBOX - Email Program Integration for Users. STS Cloud makes it easy to send client email communication into your accounts in STS Cloud. This allows all users to see email traffic within the…

Updated 2 years ago by Rick Day

Deleting Traces for Cancelled or Lost Bookings

LOST OR CANCELLED STATUS CHANGE AND DELETING RELATED TRACES/FUTURE TO DO’S. When changing a group status to Lost or Cancelled, please note the following to document the lost business reason with rela…