Tracking galore (eSynergy)

Today I will show you how to do the most basic and most important thing in eSynergy - tracking your activities. The basic thing you will learn is how to add a new activity (such as a cold call or meeting) and how to create follow-up actions.

Once you have completed an activity, press Copy: New to create a new follow-up activity, then go back to the original activity and press either Realize or Reject. Realize should be used when you have completed an activity (reached the person you were trying to call, had the meeting) and Reject when the activity cannot be completed (meeting cancelled, person that you were trying to call quit and so on).

Once you get the hang of it - it can be really easy to track all your activities in eSynergy.

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