Adding Prospect Activities

To add a prospect activity:

1. From the toolbar, select Marketing & Communication > Prospect Edits.
The Prospect Edit search screen displays, as shown below.

2. Search for an existing prospect and click Select Marketing Prospect or create a new prospect.
The Prospect Edit screen displays, as shown below.

3. On the Prospect Activity tab (shown below), click Add.

4. If necessary, change the Activity Date.

5. Select the Subsystem from the drop-down.

6. Select the Activity Type from the drop-down.

7. Enter any Activity Text.

8. Click Save.

Screen Element	Description
Filter
Subsystem	Drop-down. Select the subsystem by which to search for existing activities.
Activity Type	Drop-down. Select the activity type by which to search for existing activities.
Go	Button. Click to search for existing activities by the filter criteria
Add	Button. When clicked, a new activity is added for the prospect.
Delete	Button. When clicked, the highlighted activity is deleted from the prospect.
Prospect Activity Detail
Activity Date	Drop-down. The date on which the activity for the prospect took place. Defaults to today’s date.
Subsystem	Drop-down. If there has been any contact activities with the prospect, you would enter the subsystem responsible for the contact. For example, if the prospect was contacted about a membership, select the Membership subsystem.
Activity Type	Drop-down. Displays the type of activity made with the prospect. For example, if the contact was made via Lyris.
Activity Text	Text box. A free-form text box used to add additional comments about the activity.