Activities

Overview

Activities represent interactions and tasks undertaken on a Lead. They enable you to plan and track actions aimed at converting a lead to a sale, as well as record feedback and communication with potential clients.

Who uses it: Accountants, bookkeepers, and finance staff use Activities to manage lead activities.

When to use it: Use Activities to plan and assign actions to leads, and to record feedback and communication with leads.

Navigation Path

To access Activities, follow these steps:

Log in to your accounting software.
Navigate to the CRM dashboard.
Click on a lead to view its details.
Click on the "Activities" tab.

Alternatively, you can create a new Activity directly from the CRM dashboard by clicking on the "Actions" dropdown menu.

Field Descriptions

Activity

The following fields are associated with the Activity form:

Field Name	Purpose	Expected Values	Defaults
Contact	The individual being communicated with that belongs to the lead	Contact name	-
Type	The channel used to make the interaction	Email ≡ƒôº, Phone ≡ƒô₧, Meeting, etc.	Email
Description	A summary of the contents of the interaction or task	Text	-
Lead	The lead the activity is associated with	Lead name	-

Actions & Buttons

The following actions and buttons are available on the Activities page:

Create Activity Γ£ì∩╕Å: Creates a new activity associated with a lead.
Save ≡ƒÆ╛: Saves changes to an activity.
Delete Γ¥î: Deletes an activity.

Examples / Usage Notes

For example, let's say you have a lead named "John Doe" and you want to schedule a meeting with him to discuss a potential sale. You can create a new Activity with the following details:

Contact: John Doe
Type: Meeting ≡ƒôà
Description: Discuss potential sale with John Doe
Lead: John Doe

This way, you can keep track of all interactions and tasks related to John Doe and ensure that you follow up with him in a timely manner.