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Managing Activities

The Activities tab provides a complete record of interactions between your sales team and contacts. Activities are the backbone of the CRM: they capture every meeting, call, demo, or other engagement that drives your sales process.

By logging activities consistently, you ensure that:

• Managers can track performance across agents and teams.
• Sales agents always have context for follow-ups.
• Reports and analytics reflect the true customer journey.

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• Access and Visibility
• Working with Activities
  • Sorting and Filtering
  • Exporting and Importing
  • Adding a New Activity
• Why Activities Matter

The information shown on the Activities tab depends on the user’s role:

• Some roles may have limited access to see only his own activities.
• In certain cases, access may be fully restricted to protect sensitive data.

Sorting and Filtering

• Use sorting and filtering tools to quickly find the activities you need (e.g., by date, type, agent, or contact).
• Filters help narrow down large lists and focus on relevant interactions.

Exporting and Importing

• You can export the current view of activities to Excel or CSV for reporting or offline analysis.
• You can also import activities from an Excel file. Imported files must follow the same structure as the exported template to ensure data consistency.

Adding a New Activity

To create a new activity, specify the following required details:

• Date of the activity
• Activity type (e.g., visit, call, presentation)
• Agent(s) participating in the activity
• Contact(s) involved

You can also add optional details:

• Comments to capture context or outcomes
• Product samples provided during the activity
• Adverts or promotional materials consumed

Recording activities is not just about keeping track of what happened — it directly influences how the CRM supports your sales process:

• Performance Tracking: Managers can measure activity volume, frequency, and outcomes by agent or team.
• Customer Insights: A complete activity history ensures no context is lost between follow-ups.
• Analytics and Reporting: Activities form the basis of pipeline visibility, conversion analysis, and ROI measurement on marketing campaigns.

Consistently managed activities provide a reliable foundation for smarter decisions and more effective client engagement.