How do I log activity, phone calls, and meetings?

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Notes, Calls, Meetings, and other Activity Types can be added to Leads or Athletes directly from the Wodify app.

To add a Note to a Lead/Athlete:

  1. Login to Wodify Admin
  2. Click 'People' choose from either 'Leads' or 'Athletes', as appropriate
  3. Find the lead/athlete you wish to make a notation for and open the record
  4. Click 'Activity History' 
  5. Click on the 'Actions' drop down menu and choose 'Add Note'
  6. Enter the content of the note
    • Optionally add an attachment
  7. Click 'Save'

The note is stored in Wodify and can be viewed any time the lead/athlete record is opened.

To add a Call, Meeting, or other Activity Type to a Lead/Athlete:

  1. Login to Wodify Admin
  2. Click 'People' choose from either 'Leads' or 'Athletes', as appropriate
  3. Find the lead/athlete you wish to notate this occurrence for and open the records
  4. Click 'Activity History'
  5. Click on the 'Actions' drop down menu and choose 'Log Activity'
  6. Choose your Activity Type, Subject, Date of Contact, and enter a Description
    • Optionally add an attachment
  7. Click Save

The activity is stored in Wodify and can be viewed any time the lead/athlete record is opened.

 

IMPORTANT!:  All Notes and Activities are transferred when a Lead is converted to an Athlete.

 

TIP!: The 'Note' portion at the top of the athlete profile should be updated periodically to reflect the most current situation, such as injury details. (This field will also be used in the future when we build a coaches only app to give a coach relevant information about an athlete that applies in class) The 'Notes' portion located under 'Activity History' should log details about a point in time, it is date stamped and lives in a timeline. This is good for things like noting a specific conversation that stands out.

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