Gain the ability to log activity without leaving the chrome extension.
Step 1
Navigate to a contacts profile page in the extension.
Step 2
Click on the "log activity" action icon, this will open the "Leave a note" form.
Step 3
Create a note by filling out the form.
Step 4
Select the kind of note you would like to create.
Note Type - options include: Note, Email, Call, Meeting or Other
Note details - this is where you type in your notes/remarks about this contact
Follow-up date - select a date when you want to follow up on this note. This will add be added to your task list.
Time - indicate the follow-up time
Save - saves the note and other updates
Step 5
Click the "save" button.
The activity will be added to SuperReach.