Logging contact

1. Open the tribe (or the owner) and stay on the Activity tab.
2. Select Log contact.
3. Choose what it was: Call, Email, Meeting, Visit, SMS or Note.
4. Check the date and time, say who started it, and write what was discussed. Add who you spoke with.
5. Select Save. The entry appears at the top of the log and the tribe's last contact updates.

Head office contact is filled in with you if you leave it blank. Use the pencil on an entry to correct it, or the bin to remove it; removing asks you to confirm first.

Tasks

A task is a follow-up for someone at head office. Add one from a tribe's Tasks tab, from My Day, or from Tasks in the sidebar (where you also choose the tribe). Give it a due date and a priority, and choose who it is for.

• Leave Assigned to blank and the task goes to the tribe's Business Advisor, or to you if the tribe has none.
• Only organisation people can be chosen. Two people with the same name show their email underneath.
• Tick a task to complete it; tick it again to reopen it.
• The Tasks page shows your tasks by default. Turn off My tasks to see everyone's, and filter by status or by when they are due.

Appointments and the calendar

Select Book an appointment on a tribe's Appointments tab, on My Day or on the Calendar. Choose the type (site visit, meeting, call or other), the start and end, and where it is. It is booked for the tribe's Business Advisor unless you choose someone else.

The Calendar shows a month of appointments, day by day. It starts on your own; choose a Business Advisor, or turn on Everyone, to see others. Use the three-dot menu on an appointment to mark it done, edit it, cancel it or delete it. A cancelled appointment stays on the calendar, crossed out.