An activity is any interaction with an account present in ForceManager. It can be an action that occurred in the past or is currently happening, but it will never be an interaction that has not yet occurred. There are different types of activities such as visits, calls, emails, and comments. ForceManager automatically records some activities, while others need to be added manually.

The two interactions that are automatically recorded are:

• Emails: Both sent and received emails will be recorded. You will see the subject and content, but you cannot modify an automatic activity. If you need to add comments, you can add a manual activity.

• Calls: The application will only record outgoing calls made through the phone icon within the ForceManager app.

You can add as many activities as you need by clicking on the “plus” icon and completing the creation form. First, you need to indicate the type of activity. Now, let’s look in detail at some examples of activity types:

• If you have met the client at an address different from their office (e.g., at a restaurant) and cannot check-in because you are more than 500 metres from the account.

• Or when you forgot to check-in and you are more than 500 metres from the account you visited.

You need to complete the same data in both options as if you were doing a check-in, but these activities will not be geolocated. Consider this option only as an alternative.

• If you want to add some comments about a call with a client, for example, in the case of incoming calls or when calling the client through the mobile phone’s address book. In these cases,