DEALERSIP User Manual

Activities are actions taken to engage and nurture a lead with the goal of closing a sale. Common activities include making calls, sending emails, or setting up meetings. Tracking these interactions helps manage the lead's journey effectively.

To create a new activity for a lead:

1. Go to the Activities tab in the Add Lead window or click on Create Activity in Activities page.
2. Click on the Create New Activity button.
3. This will open a new side window where you can enter activity details. Follow the on-screen instructions to complete and save the activity.

Explanation of Fields in the Activity Window

This window provides fields to configure the activity in detail:

• Type: Select the type of activity, such as a call, meeting, or email, from the dropdown menu.
• Start Time: Set the date and time for when the activity will begin. This helps schedule and track the activity accurately. If reminder is on then this time is considered as reminder time.
• End Time: This option pops up only in case of appointment. It defines when the appointment will end.
• Reminder: Refer to Activity Reminder section.
• Priority: Set the importance level of the activity, such as Normal, High, or Low. This helps prioritize tasks within the CRM.
• Completed: Mark "Yes" if the activity is already completed; otherwise, select "No."
• Location: Add a location for the activity if it takes place at a physical or specific location.
• Note: Use this field to add additional notes or details about the activity, such as objectives or specific instructions. First note can be added here. Once the activity is created you can add further notes in the Notes tab.

After filling out the fields, click Save to create or update the activity with the reminder, or Close to exit without saving changes.