Logging Your Actions on Mobile
Logging an activity of any kind in the Volunteer by EverTrue app is quick and easy! From any prospect profile, tap on the plus sign in the upper right corner or go to the Activity tab and click "Add Interaction."
From there, you'll be able to choose one of the following interaction types:
- Text Message
- Phone Call
- Virtual Visit
For email, social, text message, and phone call interactions, you'll have the ability to update the prospect's contact information. For example, if the email address or phone number you used to contact the prospect is different than the one listed, you can edit the email address or phone number in the Summary field. With social messages, Volunteer defaults to LinkedIn as the outreach method—but you can input whatever platform you used (i.e., Facebook or Twitter).
Enter the note/description, hit save, and your activity will be logged on the profile!