Pending Activity

58 views April 17, 2017 jpajaro 0

Pending Activity

This grid records all sales representative activity like phone calls, meetings, emails, mailers, handwritten notes, and meetings away from the office:

pending activityPending Activity Screen

For Manager users, pending activities are listed by Representative. They can create new activities and assign them to any member of their team, as well as edit pending activities.

For Delegate users, pending activities are shown for logged in users only. They can create new activities, which will automatically be assigned to themselves.

Add a New Activity

  • Click on add a new activity.
  • Click on: “Click Here to add a New contact”:

crm-1New Activity Screen

  • Select an account and click Next:

crm-8New Contact Screen

  • Fill in the fields in yellow: first name and last name, and click Next:

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  • Enter the additional information for the contact, and click Next:

decision maker

  • Click on Finish:

create new contact

  • Click on Next, select the activity and click on next again:

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  • Fill in the fields in yellow and select finish, the activity will be added to the list of activities:

pending activity 2

 

Create a New account

  • Click on: “Click here”:

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  • Fill the field in yellow and click on next:

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  • Type a main phone and click on next:

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  • Fill the field in yellow: Company and click on next:

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  • The new account appears in the screen, and click on Finish:

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