Everyone's business is different and there is probably alot of things your team is doing out there that you want to track. An easy way to mark up what's been done or is going to happen with a customer is to divide your activities to different types.
When you start up you have a couple of standard activity types in Cirrus CRM. These can be modified or deleted if you want to.
Here's a step to step guide on how to create or edit activity types.
Step 1.
Head over to Settings in the bottom of the menu on the left.
Step 2.
Click on Catergories👇
Step 3.
Click on "Activity Type" and edit an existing activity type by clicking on the pen to the right or the "+ ADD NEW" up in the right to create a new one.
Step 4.
Name your Activity type and set up some rules connected to it if you need to. And then save! ✔️
Standard - Tick this box if you want this activity type to be the one that displays by default whenever someone adds a new activity
Group - You can group your activity types. This is expecially useful if you have alot of them or if you want to follow what types of activities your team is doing in the activity analysis.
Hide activity for departments - Sometimes some activity types is not relevant for all users. For example, your development team might not need to use the sales related activity types. Then you can choose to hide the activity type for the development department.
Description - Standard: Here you can write some text that will follow with the activity automatically when someone uses it. For example if you want to explain for the user what needs to be done when doing this activity.
Result - Standard: Same thing as with description. You can write a text that will be added automatically when someone uses the activity type.
*Questions: Add questions to your activity types. If you have certain questions that you want the user to ask, then you'll be able to add them so they show up in the activity modal. For example - "Did you ask for a reference?", the questions is added to a specific activity type. Which means that the question will only appear on that specific activity type. Perfect for easy input and streamlining the workflow.
*This is how your questions will be displayed in the activity and how you action them.
Step 5.
Now you're all set!
The activity can now be selected when someone adds a new one. Try it out right away 🙂