How to use the Freshworks CRM Activities Dashboard?
Modified on: Fri, 23 Oct, 2020 at 2:43 PM
Activities dashboard in Freshworks CRM is the one-stop for all your to-dos and scheduled appointments. The page helps you track and stay on top of what sales activities need to be done for today, tomorrow, or even the coming week—and at what time.
What are the different sections of the activities dashboard?
Tasks, appointments and custom sales activities
The main section of the dashboard consists of the tasks, appointments and custom sales activities for the day, sorted in the order of their due dates. You can see who they’re related to, and when they’re due.
You can perform the following actions on each activity:
Mark complete - After you finish a task, mark it as complete and it will disappear from the list
Add outcome - For any activity, you can add an outcome based on how the activity went, like “Interested”, “Not interested”, “Left a voicemail” etc.
Snooze/Reschedule - You can push the sales activity to a later date or time if required
Email the contact - Send an email to the contact
Call the contact - Make a phone call to the contact
Delete the activity - You can delete the sales activity altogether if circumstances have changed and you no longer need to perform the activity
On the top right you can see a “+ Add task” button with multiple options for you to quickly add a task, appointment or any other custom sales activity
If your sales activity list looks too long you can narrow it down by filtering specific records alone. The following filter options are available:
By date: You can change this filter to see tomorrow’s tasks or those of the next 7 or 30 days
Overdue tasks: You can choose to see (or not see) overdue tasks in your list
Completed activities: You can choose to see the list of sales activities you’ve already completed, and add outcomes for them if required
Activity type: You can filter by specific types of activities alone, like “Lunch” or “Birthdays”
The following bulk options are available to update multiple sales activities in one go:
Mark complete (only for tasks)
Add outcome (for each type of sales activity)
Snooze/Reschedule (for each type of sales activity)
Delete (for each type of sales activity)
- You can only bulk-edit 10 sales activities at a time.
- You will need to select only one type of activity at a time to see all the bulk actions available for that activity. For example, select only tasks to see the 4 bulk actions for tasks.
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