WEBVTT 00:00:00.301 --> 00:00:03.722 Let us save a daily activity entry, then correct 00:00:03.722 --> 00:00:04.482 one number. 00:00:04.932 --> 00:00:07.962 We will use fictional totals in a practice hub. 00:00:08.412 --> 00:00:10.524 No real account will change. 00:00:10.974 --> 00:00:13.918 This lesson starts after you have signed in. 00:00:14.368 --> 00:00:17.034 Pause whenever you want to follow along. 00:00:19.888 --> 00:00:22.704 Click Activity at the bottom of the screen. 00:00:23.154 --> 00:00:26.095 This is where you can tally calls as you 00:00:26.095 --> 00:00:28.710 work, or enter your totals into the form. 00:00:29.160 --> 00:00:31.784 Today we will enter totals directly. 00:00:32.234 --> 00:00:35.034 You do not need to use the tally buttons 00:00:35.034 --> 00:00:35.967 for this example. 00:00:40.780 --> 00:00:42.145 Scroll to Date. 00:00:42.595 --> 00:00:44.942 Check this before you type any numbers. 00:00:45.392 --> 00:00:47.248 We are entering today. 00:00:47.698 --> 00:00:50.563 If you are catching up on an earlier day, 00:00:50.563 --> 00:00:51.837 choose that date first. 00:00:52.287 --> 00:00:54.622 The Hub cannot log a future day. 00:00:55.072 --> 00:00:57.918 Always check the date again before saving. 00:01:02.670 --> 00:01:05.358 Click the Dials box and enter twenty. 00:01:05.808 --> 00:01:08.389 These are fictional practice numbers. 00:01:08.839 --> 00:01:11.944 Enter the total for the selected day, not just 00:01:11.944 --> 00:01:14.359 the extra calls since your last save. 00:01:14.809 --> 00:01:17.972 If you already saved twenty and your total is 00:01:17.972 --> 00:01:21.135 now twenty one, the number to enter is twenty 00:01:21.135 --> 00:01:21.487 one. 00:01:26.188 --> 00:01:28.422 In Contacts, enter five. 00:01:28.872 --> 00:01:32.008 Keep dials and contacts in their own boxes. 00:01:32.458 --> 00:01:35.914 If you are changing an existing entry, review the 00:01:35.914 --> 00:01:37.834 numbers that are already there. 00:01:38.284 --> 00:01:41.812 Do not clear another number just because you are 00:01:41.812 --> 00:01:42.988 correcting one field. 00:01:47.680 --> 00:01:51.193 Enter two in Appointments Set and one in Appointments 00:01:51.193 --> 00:01:51.584 Run. 00:01:52.034 --> 00:01:53.890 These are separate totals. 00:01:54.340 --> 00:01:57.561 In this practice day, there were no applications, so 00:01:57.561 --> 00:02:00.783 we will leave Applications and A P V at 00:02:00.783 --> 00:02:01.141 zero. 00:02:01.591 --> 00:02:05.414 A separate lesson will cover entering policy details. 00:02:11.996 --> 00:02:14.855 Review the date and the numbers you entered. 00:02:15.305 --> 00:02:19.402 We have twenty dials, five contacts, two appointments set, 00:02:19.402 --> 00:02:21.223 and one appointment run. 00:02:21.673 --> 00:02:25.125 Keep client names and personal details out of the 00:02:25.125 --> 00:02:27.042 Hub, including the Notes box. 00:02:27.492 --> 00:02:29.711 Now look for Save at the bottom. 00:02:32.702 --> 00:02:33.895 Click Save. 00:02:34.345 --> 00:02:37.568 Wait for the Activity Logged message and check that 00:02:37.568 --> 00:02:39.359 it says Saved for today. 00:02:39.809 --> 00:02:42.273 A number in a box is not proof that 00:02:42.273 --> 00:02:43.094 it was saved. 00:02:43.544 --> 00:02:47.085 The confirmation is what tells you this save succeeded. 00:02:47.535 --> 00:02:50.629 This practice hub simulates that response. 00:02:56.007 --> 00:02:58.183 Now let us correct a mistake. 00:02:58.633 --> 00:03:01.278 We actually made twenty one dials. 00:03:01.728 --> 00:03:05.393 Return to Dials, replace twenty with twenty one, and 00:03:05.393 --> 00:03:07.430 leave the other totals alone. 00:03:07.880 --> 00:03:10.803 We are changing the total for this same day. 00:03:11.253 --> 00:03:14.517 We are not creating a second day of activity. 00:03:19.240 --> 00:03:20.648 Click Save again. 00:03:21.098 --> 00:03:25.364 For this demonstration, we are simulating a lost connection. 00:03:25.814 --> 00:03:27.638 The Hub shows Not saved. 00:03:28.088 --> 00:03:31.117 Do not assume your correction reached the server. 00:03:31.567 --> 00:03:35.180 Keep the form open and check your connection before 00:03:35.180 --> 00:03:35.983 trying again. 00:03:40.764 --> 00:03:43.815 Once the connection is back, click Save again. 00:03:44.265 --> 00:03:46.259 Wait for the success message. 00:03:46.709 --> 00:03:50.164 Our practice connection is now working, so the corrected 00:03:50.164 --> 00:03:51.699 total can be saved. 00:03:52.149 --> 00:03:56.014 If an error keeps appearing, note what it says 00:03:56.014 --> 00:03:59.019 and contact Support without including client information. 00:04:04.308 --> 00:04:06.399 Look at the saved entry again. 00:04:06.849 --> 00:04:09.025 Dials now shows twenty one. 00:04:09.475 --> 00:04:11.566 Contacts still shows five. 00:04:12.016 --> 00:04:13.637 Check the date as well. 00:04:14.087 --> 00:04:17.439 This is how you verify a correction: the right 00:04:17.439 --> 00:04:20.790 day, the right totals, and a successful save message. 00:04:25.518 --> 00:04:28.036 That is the daily activity routine. 00:04:28.486 --> 00:04:29.700 Check the date. 00:04:30.150 --> 00:04:31.686 Enter your totals. 00:04:32.136 --> 00:04:34.782 Click Save and wait for confirmation. 00:04:35.232 --> 00:04:38.180 To fix a mistake, change the total for that 00:04:38.180 --> 00:04:39.818 same day and save again. 00:04:40.268 --> 00:04:43.839 If the save fails, retry when the connection is 00:04:43.839 --> 00:04:44.236 working. 00:04:44.686 --> 00:04:46.372 One day at a time.