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
How to Create a new Company Sales Activity
Click Add Activity, a new company sales activity consists of three tabs:
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.
This is used to assign multiple operators to the sales activity.
This is used to assign individual ToDos to the sales activity.
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.
Sales Activities are specific for each site and can not be shared across multiple sites.