Custom Recruit/Associate Activity Types
Currently- the activity options are solely Call, Meeting or Text. Would like an option to log an activity for Email that might not have necessarily been through a campaign. (i.e, an agent conversation)
LABS Team
shared this idea
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mmcdowell
commented
The Activity Types are really limited. Would really like to see others like notecards being added or the ability to add your own.
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Brianna Flynn
commented
The interaction types under "Add Activity" on an agent's card for timeline are limited meeting, call and text. Much communication is done via email and having that interaction type would be incredibly helpful especially if it was done like how it is on the agent's side of Command for their contacts.
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LABS Team
commented
Add the option for an email as a type of interaction under agent activites.
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LABS Team
commented
When adding activities with our agents there are only 3 interactions to chose from … call, meeting & text. I think an other field should be added b/c some times it's an email that was sent or a note card sent and none of those fit under the call, meeting or text option.
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LABS Team
commented
During Ignite we must write handwritten notecards for clients and I believe it is just as important to write handwritten notecards for our agents as well.