How do I create an activity?

To create an activity, navigate to the activities tab on the account screen, then tap the blue plus icon (+). Select whether you want to add an account- or distributor-based activity.

The list of account-based activities will depend on the premise type of the account. Options include: account visit, bartender sampling, consumer sampling, custom consumer or trade marketing event, custom sales event, menu placement, merchandising, staff training and store tasting.