Article Overview
This guide demonstrates how sales representatives can report various sales activities such as closing a sale, sending an offer, or booking a meeting into Amplify, detailing the steps to select, fill, and submit activity reports.
You are a sales rep and you have just completed a sales activity. This may be a closing a sale, sending an offer, booking a meeting or another activity. Now what you want to do next is report this into Amplify.
Click on Reports on the left-hand side
On the top, you can select the Activity type of report that you'd like to add.
You can then select an Activity and fill in all the necessary information required. When done, click Add report to register your report.
If you have activities that are frequently added in this way, you may want to highlight them for your users in the root 'New' menu by making them available to Quick Add.