A sample conversation note

Note

This feature is being deprecated since Pagico v4.0. However, you can use text notes with timestamps to achieve a similar goal.

Activities can be considered as “notes” about a person. You can take meeting notes and save that as an activity with a date of the meeting, or take notes about a conversation over phone call, etc. Basically you write down whatever information you think you might need in the future.

Please note that activities are not “tasks”. So even if you set an activity with a date in the future, it will not be listed in your schedule flowchart, nor will it be listed in the upcoming tasks section in the sidebar. If you need to set up a follow-up task, please click here.

Activities can be attached with file attachments. So email messages, PDF faxes or Word documents that you received from the person, can be saved with the activity.

Related posts:

1. Inserting files into Contact Profiles
2. Data Detector (Deprecated)
3. Contact Profiles
4. Setting up tasks regarding to a specific contact profile
5. Viewing all activities