Here's a quick guide on how to log an activity using the Wingmate Mobile App, so you can easily track and manage your interactions on the go.
Step 1:
- Go to your Track tab and Select your Lead.
- Once you've selected your lead, you will be redirected to the Lead Info Card.
- At the bottom of your screen, you'll see the "Add a comment" tab. You can type the update or information you'd like to add to your lead.
Step 2:
- After typing your comment, make sure you select what type of activity it is.
- Activity updates in the Wingmate Mobile App include various types such as phone calls, emails, cold drop-ins, social media interactions, or general updates, allowing you to capture every aspect of your engagement.
- Select the white arrow on the right-hand side of the comment tab to log the activity. This will be reflected in the Activity section of your Lead Info Card.
Additional Information
Once you've logged your update, you can Set the Next Step - creating a reminder!