To add information to the Weekly Accomplishment Sheet for time spent, the number of calls/guests, etc., we recommend adding it to the WAS tab at the bottom of the invoice.

To add time spent that is not connected to an invoice, you can create a Contact Log entry (for one contact or create multiple simultaneously). This allows you to type a short note and enter Time Spent and can be used when you want to record your time with the added benefit of noting what you talked about or other information for future reference. 

View entries from the Weekly Accomplishment Sheet, Contact Log tab on the profile, or the Contact Log.

Weekly Accomplishment Sheet:

Contact Log tab on the Profile:

Contact Log:

Utilizing the Contact Log and WAS tab on invoices are great ways to record your time, track your interactions, and include additional information!

• Create a Contact Log Entry & Record Time Spent
• Create a Log Entry for Multiple Contacts
• Contact Profile: Contact Log Tab
• View Entries from the Contact Log