Add an Activity at Entity

To complete an activity for an entity using the mobile app, follow these steps:

  1. On the home screen, tap the Entity card.
    create entity mobile 2
    Note: In the provided screenshot, Dealers is an example of an entity.
  2. Tap Check In to check in to the entity.
    add activity 2
    Note: For more details, refer to Check In and Check Out Entity in the Mobile App.
  3. Tap the Add Activity option located on the entity card.
    add activity 3
  4. Select the activity you want to perform for the entity.
    add activity 4
  5. Fill in the required details in the activity form.
    add activity 1
  6. Tap Save and then Save to record the activity.
    add activity 5
  7. After completing the activity, tap Check Out to finalize the process.
    add activity 6
    Note: For more details, refer to Check In and Check Out Entity in the Mobile App.