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.
    Note: In the provided screenshot, Dealers is an example of an entity.
  2. Tap Check In to check in to the entity.
    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.
  4. Select the activity you want to perform for the entity.
  5. Fill in the required details in the activity form.
  6. Tap Save and then Save to record the activity.

  7. After completing the activity, tap Check Out to finalize the process.

    Note: For more details, refer to Check In and Check Out Entity in the Mobile App.