CRM pipeline activities are tasks, follow-ups or actions to be completed as you pursue a new business opportunity, for example a reminder to send a follow-up call or email. Activities are created against clients and prospects, contacts and/or pipelines.
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ADD NEW PIPELINE ACTIVITY
To create a new pipeline activity, go to my activities or all activities > click add new pipeline activity
icon and in the pop-up complete the following fields:Resource: select a client or prospect from the list.
Contact: select an exisiting contact name or click the icon to ‘create new contact’.
*Activity type: select from the available options
Date: select a date and time
Responsible: the person responsible for the pipeline activity. This will default to your name.
Company: defaults to your company (but if you have access to multiple companies you can select the relevant company here).
Pipeline: select an existing pipeline to add the activity to.
Activity text: free text field to add notes or comments.
Add to calendar:
Done: check box to mark activity as done.
*Activity types are unique to your system and are usually setup by your consultant or systems administrator during implementation.