The Activity Insights will give you a brief insight or in simpler words the reports of the activities that are created inside Salesmate.
In order to view the activities, follow the steps mentioned below:
- Go to More >> Sequences
- Click on the already created sequence that you wish.
- Select on the Activities tab
On selecting the activities tab you will be able to get a quick report of the activities inside the Sequences.
You can filter the activities on the basis of three views, which are:
- All: This will include all the activities
- Opened: This will include the opened activities (which are pending)
- Closed: This will include the closed activities (the activities that are completed)
Once the desired filter is selected, You will get the following details for the activities:
- Total
- Today
- Overdue
- Completed
Statistics:
| Field | Description |
|
Total |
Total number of activities created by the sequence in selected timestamp |
|
Today |
Out of the total activities, it is the number of activities that are opened and the due date is the 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 that are completed/closed |
The following fields will be displayed 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 the title of an activity. |
|
Contacts |
Contact name for whom the 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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