To check the activities created via Sequence, you can follow these steps in Salesmate.
-
Go to More>> Sequences
- Select on any specific sequence that you have created.
- Click on the Activities tab.
STATISTICS
| Field | Description |
|
Total |
Total number of activities created by sequence in selected timestamp |
|
Today |
Out of the total activities, it is the number of activities which are opened and due date is current date. |
|
Overdue |
Out of the total activities, it is the number of activities which are opened and due date is past date |
|
Completed |
Out of the total activities, it is the number of activities which are completed/closed |
Following fields will be display on the grid:
| Field | Description |
|
Complete/Re-open |
You can mark an activity as completed or Re-open a completed activity. |
| Title |
It will display title of an activity. |
|
Contacts |
Contact name for whom activity was created |
|
Created Date |
The date when activity was created through the sequence |
|
Actions |
Edit: Edit an activity Skip this Step: Skip the current Step of an activity |
|
Sort |
Sorting an activity |
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