An Activity is a way of recording all the lovely and important things (jobs, promotions, benefits) you have done for your BID Area and levy payers. Activities are here to help you record the value of what your team have done for the businesses.

There are a few ways you can create a new Activity.

From the Activity Tab and select 'New'
From the Quick Create Button
Using the Activity Wizard
From within a record

There is no right or wrong way to create an Activity it is all based on user preference!

What steps do I need to follow when creating a new Activity?

Choose an Activity from the built-in Activity Types
You must choose an Activity Subtype, the new Activity will not save without an inputted Subtype. If the Subtype you require is not in the list you can simply create it.
Public Description, this allows you to explain what was actually done during the Activity. For example: 'Bob had a 30-minute meeting with the Manager'
Add the Cost and Value if you need to.
Add Quantity, for instance; it might be useful to input the number of people or visitors you have interacted with or how many items of rubbish were collected.
Display on all Timelines, this will link the Activity to all the businesses in the Directory.
Or link to individual businesses ( you can also add the Activity to other records such as Projects )

After you have filled out all the relevant information you can save and close, or to continue creating more Activities, 'save + new'

Here is a little video on adding an Activity:

You may wish to add an Activity when you are viewing or editing the details of a Business or Person.