1. INTRODUCTION:
GC - ConnectWise FastActivities is a very useful tool to add a sales activity to ConnectWise. The application sits in the system tray of your system. One click and it opens. Here you enter the subject, select company, select date, select your team member to whom you want to assign it, add notes and click on Submit. That is it. It adds a sales activity to ConnectWise.
Imagine your office receptionist taking customer calls. They can use this application to quickly add an activity to the appropriate queue.
2. HOW THE APPLICATION WORKS:
After installing "GC – ConnectWise FastActivities", you will notice a new system tray icon "Add activity to Connect Wise".
Clicking this system tray icon will show the form to create an activity.
|
 |
Enter Subject, select company, select the team member you want to assign it to, Notes and click Submit or press "Ctrl+S" to create the activity.
Right clicking system tray icon will show a menu with the following items.
1. Settings
2. Sync Companies
3. Exit
The Settings menu item is where you save the settings, like Service URL, User Name, Password & Database. The username and password you add here needs to have the API role enabled for Companies and Activities API. The member ID needs to match with what you have setup in ConnectWise. This is a one-time setup. You will not find yourself coming to this screen often.
|
