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 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. From the,
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 choose 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?
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.