This section will cover how to log an event to an opportunity directly in SFDC outside of the outlook plug-in integration process.
- Log into Salesforce: Access your Salesforce account by logging in with your credentials.
- Navigate to Opportunities: Go to the “Opportunities” tab from the main navigation menu or use the App Launcher to search for “Opportunities.”
- Select the Opportunity: Find and click on the specific Opportunity to which you want to log the event. You can use the search bar or view the Opportunity list.
- Access Activity & Events: On the Opportunity record page, locate the “Activity” or “Activity & Events” section. This is usually found in the related lists or as part of the record’s details.
- Log an Event: Click on the “Add Event” button.
- Fill in Event Details: Enter the details of the event, including the subject, start and end time, location, and any additional comments or notes. You can also add attendees if relevant.
- Save the Event: Click “Save” or “Log Event” to record the event to the Opportunity.
- Verify Event: Ensure the event appears in the Activity timeline or related list on the Opportunity record.
- Edit Event and Select Type: Once the event is logged select the edit button on the event and select the appropriate selection for Type field based on definitions below.
Select Edit
Select Type
Event Type Selections and Descriptions
|
Event Types |
Product |
Definition |
|
Discovery Call – Net New |
Net New SO, MG, AB |
Discovery call with net new prospect |
|
Discovery Call – SO Upsell |
SO |
Discover call with existing SedonaOffice customer for an add-on module or integration |
|
Discovery Call – MG Upsell |
MG |
Discover call with existing Managely customer for an add-on module, integration or tier upgrade |
|
Discovery Call – SO to MG Migration |
MG |
Discover call with existing SedonaOffice customer for potential move to Managely |
|
Discovery Call – AB to MG Migration |
MG |
Discover call with existing AlarmBiller customer for potential move to Managely |
|
Account Review – SedonaOffice |
SO |
Account Review with existing SedonaOffice customer (can turn into future discovery call based on areas of focus discussed) |
|
Account Review – AlarmBiller |
AB |
Account Review with existing AlarmBiller customer (can turn into future discovery call based on areas of focus discussed) |
|
Account Review – Managely |
MG |
Account Review with existing Managely customer (can turn into future discovery call based on areas of focus discussed) |
|
Scoping Call – Custom Development |
All |
Scoping call with customer or internal on customer funded development project |
|
Scoping Call – Professional Services |
All |
Scoping call with customer on professional services engagement |
|
CSAT – Managely |
MG |
Customer satisfaction call for Managely (issues related to product, billing, onboarding, support, sales, etc) |
|
CSAT – SedonaOffice |
SO |
Customer satisfaction call for SedonaOffice (issues related to product, billing, onboarding, support, sales, etc) |
|
CSAT – AlarmBiller |
AB |
Customer satisfaction call for AlarmBiller (issues related to product, billing, onboarding, support, sales, etc) |
|
Closing Meeting |
SO, AB |
Last meeting where final terms has been negotiated and we are walking through DocuSign with expectation of signature |
|
Kick-Off Call |
All |
Kick off call post execution of agreement with customer and PM |
|
Post Demo Meeting |
All |
Internal - Internal meeting post demo with internal stakeholders |
|
SO - 1st Demo |
SO |
Net New - 1st product demonstration of the SedonaOffice application |
|
SO - 2nd+ Demonstration |
SO |
Net New - 2nd+ product demonstration of the SedonaOffice application |
|
SO - Add-On Module Demo |
SO |
Existing - Demonstration of add-on module or integration for SedonaOffice |
|
Misc |
All |
Any meeting outside of event types listed |
|
MG - 1st Demo |
MG |
Net New - 1st product demonstration of the Managely application |
|
MG - 2nd + Demo |
MG |
Net New - 2nd+ product demonstration of the Managely application |
|
MG - Add-On Modules Demo |
MG |
Existing - Demonstration of add-on module or integration for Managely |
|
MG - Closing Call |
MG |
Last meeting where final terms has been negotiated and we are walking through DocuSign with expectation of signature |
|
MG - Proposal Review |
MG |
Review proposal w/ prospect |
