Whenever you as a sales rep meet up or talk to a prospect, it’s a sales activity. It could be a simple skype call or a face to face lunch meeting too.

 

Such activities might give you more context on where the deal with the prospect is heading. 

 

Keeping a record of these activities, it’s outcomes and some useful specifics that you get to know about the prospect from the meeting can be made note of with custom sales activities.

 

Some default activity types like tasks, appointments, etc. are available in the web application.

 

But most businesses might need additional sales activity types based on their sales process. With this feature, such businesses can use custom sales activities to suit their process. Once the account Admin configures the different types of custom sales activities, the sales reps can start using them.

 

Every sales rep, irrespective of being a restricted user, user, manager, admin or account admin can add activities.

 

What are the different ways of scheduling a sales activity?

 

A sales activity can be added in one of the three ways. 

  1. From the activities dashboard

  1. Click the button. This brings up Sales activities dropdown.

  2. Choose a custom sales activity of your choice by clicking it. This brings up the ADD SALES ACTIVITY overlay

  3. Fill in the details such as Date, Time, and Outcomes–if it is an elapsed event– and click .

  1. From the details page:

  1. Click the Add Meeting option on the Contacts/Accounts/Deals details page. The custom sales activities are displayed here.
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  2. Choose the activity and add the detail of the activity to the ADD SALES ACTIVITY overlay.

  3. Fill in the fields and click .

  1. New button form the global nav bar

  1. Click the ➕ button on the global nav bar. The activities section in this drop-down shows recently used sales activity types.

  2. Choose one of the options to create and track a sales activity.

  1. From the List view:

  1. Click the button on a record of your choice. 

  2. Click Add sales activity from the list of options. This brings up the sales activity overlay and allows you to add a sales activity of your choice.


How do you edit a sales activity?

 

  1. Go to the Activities Dashboard section

  2. Click the dropdown icon of the particular activity that you want to edit.

  3. Then choose to Edit sales activity. 
     

  1. An overlay to edit the sales activity’s properties comes up.

  2. Click once the changes are made. This updates the sales activity.

 

Where can you view all your activities?

 

All activities related to specific Contacts/Accounts/Deals are listed in their respective activity timeline. All upcoming activities can be viewed on the right panel. All sales activities are listed as tabs on the activity timeline; new activities are automatically updated in the tab based on the activity type. You can also view all upcoming activities on the Activities dashboard.

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How can you capture the outcome of a Sales activity?

 

Any sales activity—be it a call, a luncheon, or a coffee meeting—has a role in pushing the deal along its journey towards completion. Under such a scenario, it is always important to capture the outcome of such activity as it helps streamline the activity. The web application allows its users to capture the outcome of every sales activity on the platform. Here’s how you can do the same:

 

  1. Select the required sales activity from the activity timeline of the Contact/Deal/Account or from the Activities Dashboard. 
  2. Choose the "Add Outcome" option on the sales activity.
  3. This opens up an overlay where you can choose the outcomes from the available list of options. 

  4. Click . The outcome of the sales activity is now recorded. 


Note: In addition to adding outcomes to your Sales Activities, you can also create customized reports for the same. Follow these instructions and create reports for your Sales Activities