Activities

Activities generally refer to any interaction, task, or event related to managing relationships with customers or prospects. These may include various steps taken by sales, marketing, and customer service teams aimed at maintaining contact with customers, nurturing leads, and fostering ongoing relationships.

By default, there are 3 activities in the CRM:

• Lunch

• Call

• Meeting

To create an activity, follow these steps:
Go to the admin interface → click on the Leads menu item → open a lead → click on the Activity tab , then enter the following information.

1. Add an activity – Select the activity type from the drop-down list (e.g., Call, Lunch, Meeting)

2. Title – Enter the title of the activity

3. Description – Enter a detailed description of the selected activity

4. Participants – Add the participants for this activity

5. Scheduling – Set the start and end dates for the activity

6. Location – Enter the location of the activity

   
   

   

Then click the " Save Activity " button.

The activity will then appear in the " All," " Lunch Break," " Calls," and "Meetings" sections under the appropriate category, as shown in the image below.

The activity you just created will now appear in the activity list (grid view), as shown in the image below.

Calendar view

Once you've created the event, you can view it immediately on the Events tab. You can also find the event by clicking on the Calendar view in the upper-right corner, based on the date and time you specified when creating it.

Edit or delete an activity

Use the " Actions " tab to edit or delete the activity, as shown in the figure.

Using filters

Here, you can use the Filter tab to find the activity you're looking for.

By default, the following filters are available, as shown in the image below:

• ID

• Title

• Created by

• Lead (Prospect)

• Start of scheduling

• End of schedule

• Date created