What is a sales activity?
Any type of interaction between a sales rep and a prospect is a sales activity. Such an activity might propel the sales process, helping the sales rep get closer to winning a deal.
For ex, a skype call, a dinner meetup or even a coffee meeting.
Generally such sales activities vary based on your business type and sales process.
That’s why with Freshsales, you can add custom activities in addition to the default ones that we provide.
Different types of default activities in Freshsales:
Default activities can’t be customized.
If your business involves other activities, you can add them too(custom activities).
For ex, as a sales rep, your interaction with prospects might involve, meeting over lunch or discussing over skype calls, etc.
To give you the flexibility of using Freshsales to suit your sales process best, you can add and use these custom activities.
Who can configure the different types of sales activity?
Only the Admin of an account can configure a new custom activity.
How to add custom sales activity types?
|Note: Custom sales activities is available only for Estate and Forest plan users|
Login as an Admin.
Go to Admin settings > Customization > Sales activities
A screen with a list of both default and custom activities comes up.
To add a new activity type click the + button.
An overlay, with the following set of fields comes up:
Give this activity a name (ex: skype call, lunch, etc)
Pick an icon to signify this activity. The same icon appears across the product for the corresponding activity. Ex: Under Activity timeline or New icon. So ensure you choose a relevant icon that helps your team easily identify the activity.
Signify the outcome choices for your activity type (by default three outcomes are pre-filled: positive, neutral and ongoing).
Each activity may have different set of outcomes too.
You can edit these or add new outcomes depending on the activity type.
Finally, Save the activity type.
Now your team can use this activity type to log their interactions with prospects and keep track of their activities.
Can the same icon be used for multiple activity types?
Yes. You may use a given icon to indicate more than one custom sales activity type.
You can also use the same icons to represent both default and custom activities.
How to edit a custom activity type? What happens as a result?
Just click the activity type that you want to edit.
An edit overlay opens up.
You may change the name of activity type, icon and the outcome choices too.
Save the changes made.
Existing as well as new records of the edited activity type will reflect the changes.
What happens when you delete a sales activity type?
You can’t add any new records of the deleted activity type.
The previous records of the type can still be seen under Recent conversations in the entity landing page. You can edit it and reuse it as a different activity type.
How many types of custom activities can you configure?
You may configure a maximum of 10 custom activities in total.
What happens when you downgrade?
Only users in the Estate plan can access this feature.
Say, you are an Estate user. And, you want to downgrade to a lower plan(Garden, Blossom or Sprout). After downgrade, your previous activity records(default & custom) will still be visible. Just that you can no more edit or add new activity records.