Adding Prospect Activities

To add a prospect activity:

1.    From the toolbar, select Marketing & Communication > Prospect Edits.
The Prospect Edit search screen displays, as shown below.
Prospect_Edit_search.png

2.    Search for an existing prospect and click Select Marketing Prospect or create a new prospect.
The Prospect Edit screen displays, as shown below.
Prospect_edit.bmp

3.    On the Prospect Activity tab (shown below), click Add.
image2.jpg

4.    If necessary, change the Activity Date.

5.    Select the Subsystem from the drop-down.

6.    Select the Activity Type from the drop-down.

7.    Enter any Activity Text.

8.    Click Save.

Screen Element Description

Filter
Subsystem Drop-down. Select the subsystem by which to search for existing activities.
Activity Type Drop-down. Select the activity type by which to search for existing activities.
Go Button. Click to search for existing activities by the filter criteria
Add Button. When clicked, a new activity is added for the prospect.
Delete Button. When clicked, the highlighted activity is deleted from the prospect.

Prospect Activity Detail
Activity Date Drop-down. The date on which the activity for the prospect took place. Defaults to today’s date.
Subsystem

Drop-down. If there has been any contact activities with the prospect, you would enter the subsystem responsible for the contact.

For example, if the prospect was contacted about a membership, select the Membership subsystem.
Activity Type Drop-down. Displays the type of activity made with the prospect.

For example, if the contact was made via Lyris.
Activity Text Text box. A free-form text box used to add additional comments about the activity.