Sales Activities Overview

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. 


Use Dashlet filters to filter by specific team member and time period

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