Activities allow you to track your team's daily tasks. Within an activity, you can have Team Members input specific information about the task they are completing.
Examples of Sales Activities
- Inbound Call
- Outbound Call
- Lead Follow-up
- Introduction Call
- Qualification Call
- Discovery Call
- Proposal Review
- Financial Sign-Off
Manage Activities
Activity Functions
Activities can be used in different features to automate task assignment, ensure timely task completion by the team members, track team engagement, and sales cycles.
- Activities use in automations:
- Schedule an activity to a team member & send notification with real-time information
- Set a Goal for a Team member to log an activity within a specific timeframe
- Use a Logged Activity trigger to automate next steps in the process
- Use a Past Due activity trigger to send a reminder to the Team Member or notify the manager
- Use the Filter feature to track engagement and sales cycles
- Gather insights on the team activity & task list using Sales Dashlets:
Hint
Use Dashlet filters to filter by specific team member and time period