Using Activities

Creation of meetings, calls, tasks, and more on behalf of a client or on behalf of yourself.

Activities: recording meeting, calls, notes, tasks and more
Most of the time you will be creating activities on behalf of your Advertiser or Agency using the activity icon from the Advertiser or Agency record. Le...
Tue, Jul 18, 2023 at 3:01 PM
Viewing Activities
You can view activities by navigating to the "Activities" box or to the sidebar on left-side of the screen. View Video to learn more: Activiti...
Tue, Jul 18, 2023 at 3:03 PM
Activities - Attaching Files and Links
Ability to attach and download multiple files and/or links on an Activity. Press on button to attach files and links. Use icon to download, play, edit, and...
Mon, Jun 26, 2023 at 1:28 PM