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 Freshsales.
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 adding an activity?
There are three ways of adding a new activity.
Entity(L/C/A/D) details page:
Click the drop-down present next to the name of the L/C/A/D in the respective record detail page.
You’ll have options to Add sales activity amongst a few others.
Select the option, an add activity overlay comes up. You can fill in the fields and hit Save.
New button in the global nav:
The activities section in this drop-down shows the most recent seven(if present) activity
types that you’ve used. If you have more than seven types of activities, you can
use the More button to add them.
3. Entity(L/C) list view page:
You may add new activity records from the list view of L/C too.
Click the dropdown icon against the L/C and click Add sales activity from the list of options.
How do you edit a sales activity?
Go to the Lead or Contact details page > Recent conversations section
Click the dropdown icon of the particular activity that you want to edit.
Then choose to Edit sales activity.
An overlay to edit the sales activity’s properties comes up.
Once you Save, the changes are updated to the current record.
Where can you view all your activities?
1. By default, all activities related to a specific L/C/A/D is listed in their respective activity timeline. This listing can’t be edited or removed from the timeline.
2. You may also see all your activities in the Recent conversations section of each record. You can see details like sales activity type, name of the activity and Owner.
How can you capture the outcome of a Sales activity?
Any sales activity, be it a call, or a luncheon, or a coffee, always has a significance 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. Freshsales allows its users to capture the outcome of every sales activity on the platform. Here’s how you can do the same:
When it comes to updating your sales activity on Freshsales, you can either carry out the same from the leads page or open a particular lead and update the same.
a) Updating from the leads page:
b) Updating for a particular lead:
c) Clicking on the new button :
Clicking on the Sales activity opens the page where you can capture the nature of the sales activity and details about it such as Type, Title, Owner, Related Contact, etc.
In addition to these, you can also capture the outcome of the sales activity by clicking on the dropdown titled Outcome.
Fill out all the details relevant to your Sales activity and Choose the Outcome of your sales activity from the dropdown.
Hit Save. Your sales activity will now be recorded on the platform. You can find all sales activities and their outcomes by scrolling down to Recent Activities.
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