Creating Activity

Salesmate gives you ease to manage your day to operations using the Activity functionality like Tasks, Meetings, Calls, etc.

You can add an activity from the following pages: 

• Activity Listing Page
• Activity Calendar view

• Contact/Company/Deal Detail view

• Contact/Company/Deal Quick view

• Quick Add + button

Activity Listing Page:

• • Navigate to the Activity Module
  • Default view selection is the List view
  • Click on + Activity

• • You can now fill in the information as required using the creation Form

Fields available as default:

• Activity Title - Purpose for which Activity is Created
• Type - Helps you to identify the kind of Activity the user needs to perform
• Date & Time - Helps you define:
  • Start Date
  • End Date
  • Start Time and
  • End Time
• Calendar View - You can now find a Calendar view to check for the available date and time for auto "Date & Time" field selection upon clicking to schedule the upcoming Activity
• Calendar Options - 
  • Invitees: Invite Users, Contacts, and Email Addresses (Option to save as Contact) to the Meeting

• • Location - You can provide Meeting Location Details using this option
  • Description - You can provide minutes of the meeting here or purpose to make the attendees aware of the event. The "Description" is synced with your calendar if connected with Salesmate and if you add the invites to the Activity they will receive the description along with the meeting invite "Calendar Event".
  • Recurrence - You can select this option if the Activity has to be performed on regular basis as a repetitive event
• Availability - Busy/Free, this option helps users identify availability for other meetings
• Internal Note - Internal summary can be maintained for quick reference. The "Internal Note" - does not sync with your calendar and can be viewed in the Salesmate web and Mobile app only.
• Owner - The Key Account Manager handling the Activity 
• Link Records - Let's you associate Contact, Company, and Deal with the Activity
• Followers - Associate users or contacts for internal tracking (this does not affect Calendar invites)
• Tags - Tags help you easily identify records under Filters and Conditions for the next sets of Action
• Hit Save to move back to the last operation page
• Or click Save and add other to create a New Activity

Activity Calendar View:

• • Go to the Activity Module
  • The default view selection is Calendar
  • Click on the required Date window (Date Box) to create Activity

• • You can now fill in the information as required using the creation Form

Salesmate offers flexibility for creating records from the details page of records, like Contact, Deals, and company. 

You can achieve the same by following the below-highlighted steps:

Contact/Company/Deal Detail view:

• Navigate to the Contact/Company/Deal Details Page
• On the Detail screen under the Operations Menu users will be presented with two options -
  • Add Activity - Let's you Create an Activity for Current and Future Date.
  • Log Activity - Let's you log a completed Activity that is not listed in Salesmate.
• Add Activity 

• Log Activity 

Contact/Company/Deal Quick view:

• From the list view of Contact/Company/Deal, preview the record.
• Click the three-dotted Action button > Add Activity

Quick Add + button

• This option helps you to create records easily irrespective of the screen you are in from the header section
• You can also use the shortcut key combinations - "CA" to Add Activity on the go