Adding Activities & Connecting Them to Deals

Web Platform

1. Open Field Service Tracker.
2. From the left-hand menu, click Accounts, or use the Search bar to find the specific account.
3. Open the account you want to add an activity to.
4. On the account details page, click the (Plus) button in the top-right corner.
5. Complete the activity details:
1. Activity Type
2. Contact
3. Equipment
4. Tags
5. Attachments
6. Select a Deal to associate the activity with.
7. Save the activity.

Mobile App

1. Open the Field Service Tracker app.
2. Find the Account on the Map, or Use the Search button at the top.
3. Select the account, and hit the Add Activity button.
   
4. Choose the type of activity you want to add:
   
1. Visit
2. Email
3. Phone
4. Meeting
5. Note
6. PO / Quote
7. Expense
5. Enter the activity details.
6. Tap Add Deal to connect the activity to a deal.
   
7. Save the activity.