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: if a related pipeline already exists you can select and add the activity to it here
Activity text: free text field to add notes or comments
Add to calendar: if you use calendar synchronisation, check this box to add the activity to your calendar
Done: check box to mark activity as done
Click ok
*Activity types are unique to your system and can be created in Settings > CRM setup.
ADD NEXT ACTIVITY
Once you have created a CRM activity, you can also add the next activity, go to my activities or all activities > click the add next activity
icon and in the pop-up complete the fields as above, noting the additional fields:Set previous activity to done
Set current activity to done
Click ok
REVIEW/UPDATE ACTIVITIES
Go to my activities or all activities to see the list of current activities based on the filter settings
Select an activity from the list and click show/hide activity card
icon to review details and update accordinglyCheck the box to mark completed activities as done
NOTIFICATIONS: CRM ACTIVITIES FOR FOLLOW-UP
You will receive reminder notifications to your WorkBook inbox when CRM activities are due
