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#1 Posted : Thursday, January 30, 2020 3:24:55 PM(UTC)
Rank: Advanced Member

Posts: 123

Using the Activity Wheel (Web)

In Web Mortgage Manager, you can use the Activity Wheel to manage Activities for a contact directly from the Home Page. You may need to scroll down below the Contact Cards to see the Activity Wheels (Figure 1):

(Figure 1: Home - Scroll - Activity Wheel)

Click on the Activity Wheel to open it. You can see its description along with the related contact name above it (Figure 2):

(Figure 2: Home - Activity Wheel - Open)

The right side of the Activity Wheel relates to completing the Activity. The first item is “Complete” (Figure 3):

(Figure 3: Home - Activity Wheel - Complete)

Next is “Complete and Repeat” which is useful for completing the Activity and creating an identical record that is pending instead of complete. This is useful for chasing phone calls in a phone-tag sequence (Figure 4):

(Figure 4: Home - Activity Wheel - Complete and Repeat)

Next is “Complete and Unassign” which is useful if it is a drip campaign and you want to unassign it on completion (Figure 5):

(Figure 5: Home - Activity Wheel - Complete and Unassign)

Next is “Skip” which is used when the Activity was already done, so it is different than marking it complete (Figure 6):

(Figure 6: Home - Activity Wheel - Skip)

Next is “Unassign” which does not complete the Activity but instead unassigns it if it is a drip campaign, for example (Figure 7):

(Figure 7: Home - Activity Wheel - Unassign)

Next is “Edit Contact” which opens the contact for full editing (Figure 8):

(Figure 8: Home - Activity Wheel - Edit Contact)

In the middle, you’ll find “Edit Activity” for full editing of the Activity (Figure 9):

(Figure 9: Home - Activity Wheel - Edit Activity)

The Activity Wheel allows you to manage a contact’s Activities right from the Home page.

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