Log contact and plan the next step

Platform: ResiCRM · For: Sales, Executive Director

Every prospect record has a Recommended next step near the top. It shows what to do next and why.

Log a call, text or email

1. Open the prospect.
2. Choose Log phone call, Log text message or Log email.
3. Check the Activity type and Contact direction.
4. Pick the Contact, or type in Person contacted and Relationship to prospect.
5. Enter the Subject, Activity notes and Outcome and next steps.
6. Choose Save activity.

These buttons only record what happened. Nothing is sent from ResiCRM.

For other kinds of contact, open the Activity tab and choose Log activity.

Count it as selling time

1. In the activity form, enter Duration (minutes).
2. Tick Count toward selling time.
3. Choose a Selling category.

Schedule a follow-up

1. Choose Schedule follow-up.
2. Check the Follow-up title and choose a Due date.
3. Choose Save follow-up.

When the follow-up is the recommended step, choose Complete follow-up to finish it.

Good to know

• An open follow-up always comes first in Recommended next step.
• After that, it prompts you to reconnect if no contact is recorded for 14 days.
• You can edit activity you logged yourself.
• Executive Directors and Organization Admins can archive an entry. The record is kept.
• Use Follow-up templates for a script or draft.

If something goes wrong

Use Help & support at the bottom of the left menu, or email support@resionboarding.com. Support hours are weekdays, 8 AM to 6 PM Mountain. Critical issues get a reply within 2 business hours. General questions get a reply by the next business day.