Organizing Activities Follow

A. How to add an activity
B. Google Calendar Activity Sync
C. Custom activity types
D. Activity outcomes
E. Add Activity vs Log Activity
F. Assigning an activity to a user
G. Including your teammates on an activity
H. Recurring Activity
I. Activity Calendar view

Activities are an essential part of day-to-day business. It’s a piece of work which is needed to be done, and it can be time-bound if required. You can create activities for yourself or for others. Salesmate will keep on reminding you about your important activities, so you don’t miss them out. You can schedule it in context with a Contact, Company, and/or a Deal.

• Activities can be synced with the Google Calendar.
• Salesmate enlists your activities as a to-do list right on your dashboard, which makes planning your activities far easier.
• Creating an activity from a deal will automatically associate the activity with the deal's assigned contact and/or Company.

A. How to add an activity

• Activity Listing Page: Activity > Add Activity
• Contact Details Page: Contact > View a Contact > Add Activity, Log Activity
• Company Details Page: Company > View a Company > Add Activity, Log Activity
• Deal Details Page: Deal>View a Deal> Add Activity, Log Activity
• Contact Quick view: Click the three-dotted button > Add Activity
• Company Quick view: Click the three-dotted button > Add Activity
• Deal Quick view: Click the three-dotted button > Add Activity
• Dashboard > Activity Tab > Add Activity
• Quick Add + button

From the Pipeline (Deal board) View

From the Deal/Contact/Company Detail Views

The Activity List

Activity Dashboard

• You will be able to view your due, activities for today as well as the upcoming activities from the Default Dashboard.

B. Calendar Integration

As mentioned earlier, Salesmate activities can be synced to Google / Microsoft* Calendar.

The calendar helps you manage your day to day activities effectively and adds up to your productivity. Salesmate adds to it by letting you synchronize the activities created in it with the calendar or vice versa.

• Make sure you have added the Calendar account to Salesmate. To add a Calendar account click here.
• Enabling this integration will sync only all your "future events" to the Calendar.
• All your past events can be synchronized using the "Update unsynced activities" option.

C. Activity Type:

Salesmate comes preloaded with basic activity types viz. Call, Task, Meeting, Demo. A user can create their own activity types and assign an icon to it. Activity Types will be listed based on the order defined in the Activity Type Menu. You can activate or deactivate an activity type. However, they cannot be deleted.

To create a new activity type:

• Navigate to Setup > Customization > Activity types. All your activities are listed in this screen.
• Click the Blue + Activity Type button to add a new activity type. Then add activity type screen opens.
• Then wisely choose a short yet informative name and beautiful icon for the newborn Activity type.
• Customize types of activities you want in your company. You can rearrange them by dragging and dropping
• You can Activate / Deactivate or Edit Existing Activity Types.
• Count as communication: If enabled then the activity of defined type will effect smart fields like Last communication date, Last Communication mode, etc. of Contact, Company and Deal records, as these will be treated as a form of communication between you and your contacts.

A new activity type is up and running! You will also be able to view the new activity type in the Activities drop-down screen.

D. Activity outcomes

Every Activity has a purpose and a designated result or outcome.  Activity outcomes in the activity section help you track the result of each activity as you mark them as complete. You can add multiple outcomes for each activity type.

To add activity outcomes:

Note: User with administrator profile can access this.

• Go to Setup > Customizations > Activity Types
• You will get the list of activity types, with the count of how many activity outcomes defined for each activity type.
• Click on the "Manage Outcomes" button to create new outcomes or edit current outcomes available with that activity type.

• Create New outcome - You can simply add new outcomes by hitting on the plus button available near the text box.
  • The activity outcome can't be bigger than 100 characters each.
  • It can only have alphanumeric characters.
  • The duplicate check will be required and will be case insensitive.

• Update outcome - The activity outcome can be updated by renaming the existing label on the popup.
  • All activities which are having that outcome being used right now will be updated with a new outcome label.
• Remove outcome – You can simply hit the remove button available with each text box to delete any of the already created outcomes. If it's being used anywhere right now, then it will be managed as it is. Those outcomes will not be lost from activity details.
• Reorder outcome - You can drag and drop created outcomes and reorder them. These outcomes will appear in the given order.

E. Add Activity vs Log Activity:

Adding an activity means scheduling an activity in the future. You can send a calendar invite while adding an activity.

Log an activity means logging an already completed activity that you just completed or have completed it in the past. You will be able to add an outcome while you login and schedule a followup activity while logging an activity.

F. Assigning an Activity to the User

You can assign a particular activity to your users or Teammates. You can change the owner of the particular activity by assigning that activity to the user or teammate added inside Salesmate.

G. Including your teammates on an activity

In order to add your teammates to a particular activity, you can add them under 'Add Teammates'.

H. Recurring Activities:

Recurring activities are tasks that are created once and then recreated automatically after a designated time period.

I. Activity Calendar View:

The Calendar view allows you to view, manage and organize your activities in Salesmate. 

The default view for the calendar is the Week view. You can also view the calendar in Daily and Monthly views by clicking on the buttons on the top right corner of the calendar and also switch between the list and calendar view.

You can navigate between days, weeks and months depending upon the view you are on by clicking on the arrow buttons.

To create a new activity you can always click on any part of the calendar and it will open the activity creation screen with data or time prefilled based on from which mode you are clicking. The user can fill other details and save activity.

To view or manage your activities, click on the activity to edit, update, delete or mark as complete. Also, you can reschedule an activity by dragging the event to a new date/time on the calendar.

By default, the logged-in user's activities will appear with blue color and other user activities in their assigned color as you can see on the calendar.

For other users, if they own any activity and if that is marked as private then it will also appear on the calendar, with the title “private”, whereas you will not be able to click this activity to view more details about it. However, the calendar lets you identify the availability of your teammates. 

All past activities will be of lighter colors.

All closed activities will appear with the crossed-out title.

If you select the option to show the following activities then it will also fetch activities that are assigned to other users. Although they might not be selected inside the user’s filtration, and all those following activities will appear in dark color with the follow user icon. ( )