Perform A Customer Activity

This topic guides you with the step-by-step procedure to perform a customer activity in the Effort Web Lite App. You can follow the below steps to perform a customer activity in the Web Lite app.

  1. Login to your Effort Web Lite account.

    Refer to the Login to Effort Web Lite App topic for the step-by-step procedure to log in to the Web Lite app.

  2. Tap CUSTOMERS card on the home screen.
    Perform ACustomer Activity 1
  3. Optional: Tap the info infoicon icon to view customer details.
    Perform ACustomer Activity 2
  4. Optional: Tap the map mapicon icon to view the customer location on Google Map.
    Perform ACustomer Activity 3
  5. Tap the Activity button given on the customer card.
    Perform ACustomer Activity 4
  6. Tap the ADD button given on the activity card that you want to perform.
    Perform ACustomer Activity 5
  7. Enter details in the form fields and tap the SAVE OPTIONS button.
    Perform ACustomer Activity 6
  8. Tap SAVE button.
    Perform ACustomer Activity 7