A sales rep gets in touch with the prospect in a number of ways. Every such meeting, call and interaction is a sales activity.
If your Admin has configured different types of sales activity for your Freshsales account, you as a sales rep can use these activities to keep note of these meetings.
By default, Freshsales offers a set of activities—tasks, appointments and call logs.
You can view them on your home screen.
In addition to these your Admin can add custom activities that are often used for your business.
Note: Only an Admin can configure sales activities from the Freshsales for web app.
After which these activities can be used by you in your Freshsales android app.
How to add a sales activity?
- Login to your account and click the + icon on the home page. You can also click the quick add + button of a Lead, Contact, Account or Deal details page.
Note: If your Admin has not added any custom activity, this option doesn’t appear at all.
Enter the details in the Activity tab that opens. The Owner field is pre-filled and can be edited before saving the activity.
You can choose the activity type from this screen.
After you’re done with adding all details, Save the activity.
Where can I see all the saved activities?
Activities once saved are added to the Lead, Contact, Account or Deals’ details page.
You can view all activities related to a particular entity from the Activities section.
To help you get more context, the activities get listed in a chronological order under the Activity timeline tab.
Click on a particular activity to see the details—Owner, description, date, etc.
You can edit or delete the activity from here.