Creating Activity Follow

Salesmate gives you ease to manage your day-to-day 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
• The default view selection would be the List view
• Click on the New option

• A pop-up will open to create a Quick Activity using Essential fields

• You can click on the expand option to create a detailed Activity

Fields available as default:

• Type: Helps you to identify the kind of Activity the user needs to perform i.e. call, task, meeting, demo and you can also create your custom type.
• Owner: The Key Account Manager handling the Activity 
• Activity Title: Purpose for which Activity is Created
• Invitees: Invite Users, Contacts, and Email Addresses (Option to save as Contact) to the Meeting
• Date & Time: Helps you define Start Date, Start Time, and End Date, End Time
•  You can now find a Calendar view to check for the available date and time on the right for the auto "Date & Time" field selection upon clicking to schedule the upcoming Activity 
• Time Zone: Select the TimeZone in which the Activity should be performed
• Recurrence: You can select this option if the Activity has to be performed on regular basis as a repetitive event
• Video Conferencing: You can add a link to the video call app where a customer can join.
• Location: You can provide Meeting Location Details using this option
• Description: You can provide minutes of the meeting here or the 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".
• 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.
• Link Records: Lets 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

Activity Calendar View:

• Go to the Activity Module
• The default view selection is Calendar
• Click on the required Date window (Date Box) to create an 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 More options, users will be presented with options to-
  • Add Activity - Select the Type of Activity you wish to create
  • Log Activity - Select the Type of Activity you wish to Log

Contact/Company/Deal Quick view:

• From the list view of Contact/ Company/ Deal, Preview the record.
• Click the three-dotted Action button > Select the Type of Activity you wish to Create

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 combination - "CA" to Add Activity on the go