Logging activities

Log and schedule your activities using the following steps:

Logging an activity with leads or partners

Log in to the Vymo app.
Open the leads or partners Details screen.
Tap the large Plus button near the bottom right of the screen. Tap Log Activity.
Select an activity, enter the required information, and tap Add.

The activity is logged. Depending on how activities are configured for your company, the record might also move from one state to another, for example, from a New state to a Converted state.

Logging or scheduling activities through the calendar

Log in to the Vymo app.
On the Hello screen, tap the Today's Calendar card.
Locate the day for which the activity is to be scheduled or logged. Use the arrows to swipe the calendar week to the right or left. The activities for the highlighted day are displayed.
- To log an activity, tap it, and then tap on the large Plus button at the bottom of the screen. Then, tap Log Activity, enter the required information, and tap Update.
- To schedule an activity, tap on the large Plus button at the bottom of the screen. Then, tap Schedule Activity, enter the required information, and tap Add.