Activities are the bread and butter to keeping on top of your clients. More on this here.
A Profile will show all the activities that that need to be completed for at the top right side of the screen, above the Timeline. This means you will know what is outstanding activities to do for your client as soon as you enter the Profile.
Activities are customizable so that you can adjust them to suit your business needs. Learn how to do this here.
In this article you will learn:
How Activities Appear on a Profile
Create a New Activity
Delete / Edit an Existing Activity
Complete (and create next) Activity
How Activities Appear on a Profile
At the top of a client's profile this is how Activities appear:
Red = Overdue Activities. These always appear first as you need to either complete if done or delete these if not needed.
Green = An Activity due today.
Grey = An Activity with upcoming due date.
Once completed, this is how they appear on the client's Timeline. You can also select to "Toggle Activities" to filter the Timeline for only these completed activities:
Creating a New Activity
1. Click Add Activity on the header bar of the Profile
2. Add in activity details and click save - this will add it to the Profile above the Timeline.
Edit/ Delete an Activity
1. Click the three dots to the right of the activity to show more options.
Click the Edit button to change the details of the activity, or click the Delete button to remove the activity from the Profile.
2. Clicking Edit will open up the Activities Modal where you can change information about your activity. This includes changing the due date and time, the associated Opportunity, who it is assigned to and modifying the description.
3. Switch to the Checklist tab to view a list of subtasks for your activity.
These come directly from the Activity Type template in your Organisation Settings, but you can also add or delete tasks to customise the activity further. Click the circle to mark a task as complete. If you'd like to revert the checklist back to its original templated form, click the Reset button highlighted below.
Complete an Activity:
There are two ways to complete an activity from a Profile.
Select the tick box to the left of the activity
When creating or editing an activity, check the Mark as Done tick box
If you complete an activity and it was the last activity for that Opportunity, then the software will recognise this and another activity modal will be opened for that Opportunity: (see the green banner at the top!)
This makes sure that you stay on top of your open Opportunities 👍 We recommend always having an activity set up for open opportunities on profiles to ensure that you're always on top of it!
Please note that once an Activity has been completed, there are certain restrictions that disable some forms of editing. To edit the Activity again, click the Mark as Done button again to re-open it.