Organizing Activities
Manage your day to day To Do List, Tasks, Calls or Appointments using Salesmate Calendar and Activity List View integrated with MS Office 365 or Google calendar
- What are Activities?
- Creating Activity
- Activity list view operations
- Add Activity vs Log Activity
- Configure Activity Follow-up Settings
- Conferencing Tools Available in Salesmate
- How can I assign an activity to the user?
- Bulk Activity creation
- Quick Activity Filters
- How to create Activity Outcomes
- How to create your calling list?
- How to use Smart Activity Queues?
- Smart Activity Queue as a Power Dialer
- Activity Reminder Notification