In this article, we'll explain every detail to help you get the most out of our platform's activities.
Within the Canvas, pipeline, or business management dashboard, you can view business-related activities much more easily and quickly.
How do activities work in DataCRM?
DataCRM, we use a color scheme that will allow you to manage and highlight changes in the Canvas more easily and dynamically:
Blue: Activity for today.
Yellow: Overdue activity
Green: Future activity.
Red: No activities
Additionally, you can create as many activities as you want. A business can have more than one assigned activity. This will help you better track your business.
For each business in your canvas or sales process, you'll find a colored box (gray, yellow, green, or red depending on the activity status). Clicking on it will display a list of activities you can perform on the business.
By clicking on any of the activities presented there, you can perform the following actions:
Activity: Create an activity within the business such as a call, email, or meeting.
WhatsApp: Schedule reminders within WhatsApp.
Comment: Add a comment to the business, either for follow-up questions or observations.
Mail: Send an email from the selected business.
Document: Upload the documents you want to the selected business.
Quotation: Create quotations within the business.
For more information on creating activities, see the article below:
2. Create activities
It's important to note that you can perform this same process from any module (Business, Companies, or Cases). Select the business, client, or case and repeat the same process.
Now, log in to your CRM and follow the steps below:
Locate the business for which you want to create an activity within the canvas.
Click on the box.
Select the 'Activity' box.
The activity creation form will be displayed.
Enter the activity information.
Remember that fields marked with an asterisk (*) are required.
Activity Type: Select whether it is 'Call', 'Meeting', 'Follow-up proposal' or 'Send email'.
Subject: Diligence the matter of the activity
Date, Time and Duration
Description: Enter details of the activity
Events status: Select whether it is 'Planned' or 'Done'.
Assigned to: Choose the CRM user to whom the activity will be assigned.
Location
Relate to account: Choose the related company,
Contact Name: Select contact related to the activity.
Click the 'Save' button once you have completed all the information.
You'll be able to view the activity created within the business. Its color will depend on the date assigned to the activity.
3. Edit activities
Log in to your CRM, locate the business whose activity you want to edit, and follow the steps below:
Click on the colored icon.
Click on the colored box of the activity.
The creation form will be displayed again.
Edit, modify or change the information you want.
Click the 'Save' button.
4. View activity summary
By hovering over the color indicator (green, blue, gray, or yellow) of each business, the type of activity will appear.
Then, click on it and a pop-up will appear with the activity information: type, date, time, and subject. This is done to provide clear, detailed, and easily accessible information.
5. Mark activity as 'done'
Log in to your CRM, locate the business you want to mark the activity as completed, and follow the steps below:
Click on the colored icon.
Select the box that indicates the activity details.
Then, it will take you to the activity creation form.
You have two options:
Create a new activity.
Don't create any more activities. To do this, click the "Cancel" button. The activity will disappear from the business.
6. Notifications of my activities
Notifications are pop-up windows that help you monitor your activities not only from your computer but also from the mobile app. In both cases, you'll have easy access to your activity by simply clicking on the notification.
Through a pop-up window with information about the planned activity, you can modify the notification according to your availability. This will then give you advance notice of your activity so you can schedule and prepare for it.
You can rest assured that the CRM will notify you in advance so you don't forget to do it and ensure your customers are 100% satisfied with your service.
For more details and information on how to configure them, click the button below:
7. Frequently Asked Questions:
Can I see additional information about my contact or company when creating an activity?
Yes, you can do this while completing the activity creation or editing form. When assigning a "Company" or "Contact," you can hover over them and a small window will appear with detailed information about each one.
What do WhatsApp reminders have to do with Activities?
You might be wondering why it says "WhatsApp" under your activity. That's because in DataCRM you can schedule reminders for your WhatsApp chats so you don't miss any conversations with your potential or current customers.
We hope this article has been helpful. If you have any questions or suggestions, please write to us in the chat; we'll be happy to help.
