The Diary is very easy to use, after logging onto Base the very first page will reflect the diary
To add items to your Diary simply click add (top right of the page)
- Select type
- Select From date and time (one can also configure a date and time range)(and action types e.g cold call, hot buyer, etc.)
You can add existing Contacts/ text and files plus link Properties to the Diary entry/ simply click on the Icons in the description box and add required
a dot indicates when there is activity on the diary
Click the hyperlink in the description box to add files to your diary
Office administrators can view the agent's diaries.