For Activity Management:
Activity Defaults
1. Click My Profile –> Preferences tab
2. Set the slider option to YES for “Automatically download Activities”3. Click SAVE
Activity Entry
1. Search for Contact Name via Global search icon (magnifying glass icon on the top right)
2. Click on the plus sign (+) within the “What’s Next” pod to add an activity
3. Fill out information as necessary
4. Click SAVE
For Deal Management:
Deal Defaults
1. Click My Profile –->Preferences tab
2. Set the TOP 3 OUTLET & Revenue Type (if applicable) combinations.
3. Set the Default office
4. Set a Default timeframe
5. Click SAVE
Deal Entry
1. Click Lists ->Accounts
2. Hover over the Advertiser name, click on the gear icon that appears on the far right, and choose Add Quick Deal.
3. Populate as necessary
4. Click SAVE
Deal Maintenance
1. Click Bird’s Eye View on the top of your screen
2. Click on the green dollar sign ($) next to the Advertiser name
3. Choose Quick Edit.