This is available on Subscription Tiers:
Grow, Promote, Free Unlimited, Essentials, Accelerate, & Ultimate.
Why This Matters
Activity types in Wodify help you easily track and manage communication with your clients. It gives a clear trail of previous communication to allow you to try a different avenue of outreach to re-engage a client or make contact with a lead.
Step-By-Step How To
In Wodify, there are five default Activity Types available, so that you may document your correspondence with a lead or client. These default Activity Types are:
- Call
- Meeting
- Other
- Class
To create new Activity Types:
- Go to People > Settings > Activity Type header
- Click Create Activity Type
- Label your new Activity Type and click Save
This new Activity Type will now be available when logging activity within a client or lead's profile.
Scribe
FAQs
Q: Is there a limitation to how many Activity Types?
A: At this time, we have not run into any creation limitations regarding amount!
If you need any additional assistance with Activity Types, feel free to reach out to us at support@wodify.com or Live Chat (if available on your tier)
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