Logging advertiser calls

Remember what you talked to clients about and share this information with your colleagues for improved customer service.

A user with Sales access can access customers and log customer calls.

Viewing and creating activities when working with a customer

Go to Ad sales >>> Organizations.

Search to find the organization you want to create an activity for.

Go to the Activities tab and click the New button in the lower right corner.

In the form, add a short subject line and select an activity type. Add the timing as well as notes of what you talked about.

Check off the activity as Completed to indicate that it's completed.

If you want to create a follow up in your Planner, check off the box for Create follow up in order to schedule a new activity.

Click Save.

Working with your Planner

All activities created when working with an advertiser will display in the Planner. And vice versa, if you create an activity for an advertiser when working in the Planner, that activity will show up under that customer record.

Read this article to learn more about your Planner.

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