Activity Tracking
Back in February we looked at Interactions and how to add additional ones relevant to your industry and staff interactions with your clients.
This month we look at Activity Tracking now that your interactions are updated.
Am I up-to-date with all your activities this week? And do I have enough appointments for next week?
Here’s how:
- Decide if you’d like to view activities by your team or by your owner – first window.
- Decide on your Category | Result | Type.
Note: Result & Subject (when logging an interaction) are pulled from the same fields in ‘Make or Receive’ a call. If this has already been set up in the database there is no need to complete the Result here.
Flow Example:
The nitty-gritty:
Key functionalities of the Activity Tracker
Easily navigate, assign and track tasks for yourself and your team members. You can filter by: Owner, Interaction Type and Interaction Category.
Track Key Customer insights and Meeting details
Start the week off right with a review of this week’s activity board.
Also plan accordingly and stay aligned with your team to make sure no deals fall through the cracks. Review last week’s successful activities and plan ahead to stay on top of your deals. Always be prepared, informed and aligned to reach you quarterly targets.
- Receive timely reminders for upcoming tasks and appointments, helping you stay on-track and meet deadlines.
- Keep a comprehensive log of all your interactions with clients, including notes, emails, and calls. Navigate through the calendar weeks by clicking on the left arrow.
This will take you back 3 weeks and the right arrow will take you 3 weeks ahead. Quickly get back to the current week by clicking on the
‘This Week’ button.
- Allow moving the view of interactions and activities to
the next or previous three weeks. - View the details of Opportunities, Address Book and Appointments directly within the Activity Tracker by clicking on the hyperlinked information within the activity.
- Open the associated Opportunity and view its details in the pop-up. From the pop-up, you can efficiently update opportunities and take actions to drive your sales process forward.
