Client Activity can be a great tool to help you and your team log events that happen with a customer and your interactions with them. You can log activities for things like store visits, and phone calls, while also logging things like sales and the different purchase types they've made. This article will cover some of the best practices for Client Activity, and how you can make sure you're getting the most out of this feature.
When should I create new Client Activities?
You should create activities for any types of events that would be valuable to have in your customers activity tab. The customer's activity tab can be seen as a brief history of their interactions with your team over time. Your Clientbook account will come pre-stocked with a couple of activities, like store visits, phone calls, and purchases made. Feel free to create any activities that you would like to keep track of. You can do that by clicking on Add Client Activity in the Client Activity main page and choosing a title for your activity.
When should I "allow notes"?
Allowing notes will give you the ability to leave notes and additional details on the event that you are logging. If you have an activity that the title can suffice to summarize what is being done, there is no need to allow notes. However, there isn't really any harm to allowing notes, so you can enable that for your activities, allowing you to leave additional details if needed.
When should I "allow to be scored"?
Choosing this option will allow any of these specific activities logged to be counted in that associates individual reporting. Select this option if you want to keep better track of how many activities your associates are completing on a regular basis.
If you want to attach Auto Messages or Reminders to your Client Activity, click here to look at our article walking you through those steps.