Company - Sales Activities

The Company - Sales Activities is a tool that is used primarily by sales and/ or account managers for the purpose of recording activities and tasks associated with a company profile. This can be used to track and / or report on activities; such as sales phones calls, meetings, issuing contracts etc.

How to add Activity Types

Delete - to remove if not required (please check that the activity type has not been used prior to deletion). New - to add more options when logging activity/tasks.  The code can be no longer than 12 characters long, if a space is needed use an underscore. Save Changes - to save any amendments. Discard Changes - ignore any amendments.

How to Create a new Company Sales Activity

Click Add Activity, a new company sales activity consists of three tabs:

1. Activity
2. Assignments
3. Tasks/ToDos

Activity Tab

This is the header of the sales activity, where task information can be entered in about the activity and a specific Sales Person assigned.  Items can then be marked with a completion date, and notes can also be made to records chases  and /or any follow ups required.

Please note that a Company and Contact Profile must always be linked to the activity.

To add a company profile, click Search. To add a people profile, click Search. Select the Sales Person (operator within the system). Select the Activity Type. Select the Status - Active (can be changed to complete when that activity has been completed). Enter a Description. Select the Start/End date and Time. Complete Date/time will be updated when the status is set to Complete. Enter additional notes if required. Click Save.

Assignments Tab

This is used to assign multiple operators to the sales activity.

Add - select the required operator from the Assignee Name dropdown. Is Primary - activities can be filtered by primary assignees on Company Sales Activities page. Remove - if operator is no longer relevant Click Save.

Tasks/ToDos Tab

This is used to assign individual ToDos to the sales activity.

Create To Do Item - to set reminder. Refresh - to update if changes. Click Save.

Reporting on Company Sales Activity

 Company Sales Activities can be reported on in one of 2 ways :

1. All Companies - Users can then search and / or  report on their Sales activities by applying any of the following filters

• Activity Status  
• Activity Type
• Start Date
• End Date
• Assignee  - Sales Person Assigned. This can also be filtered down to primary assignee only.

2. Company Specific  - Sales Activities can be created/viewed on the Activities tab within a Company profile. This will then specifically show only Activities relevant to that Company Profile, but can be reported and searched for with the same filters as above.

Please Note

Sales Activities are specific for each site and can not be shared across multiple sites.