Creating and Managing Activities

Activities help track calls, emails, meetings, follow-ups, and other important interactions.

Create an Activity for an Advertiser or Agency

In most cases, create the activity directly from the Advertiser or Agency record.

  1. Open the Advertiser or Agency record.
  2. Select the Activity icon.
  3. Enter the activity details.
  4. Add any files or links, if needed.
  5. Select Save Activity.

When an activity is created from an Advertiser or Agency record, the appropriate Advertiser or Agency name is automatically included.

Creating an Activity from the Dashboard

You can also create an activity from the Dashboard in either of these ways:

Activities Box

  1. Select the Activities box.
  2. On the Activities screen, select New Activity.
  3. Enter the activity details.
  4. Select Save Activity.

Sidebar

Select Create Activity from the sidebar to open the Create Activity screen directly.

Creating an activity from the Dashboard or sidebar is helpful when the activity is not associated with a specific Advertiser or Agency. In that case, the Advertiser or Agency field may be left blank.

Select an Activity Type

Choose the appropriate Activity Type from the drop-down list, such as:

  • Call
  • Email
  • Meeting
  • Follow-up
  • Other available activity types

WAVSTAR includes default Activity Types. A Station Group Administrator can customize the list and add more Activity Types when needed.

Edit an Activity

To update an existing activity:

  1. Open the activity.
  2. Make the necessary changes.
  3. Select Save Activity to save the updates.