Manage - Activity Group Type / Activity Type

In This Article

• Introduction
• Managing Activity Types
  • Accessing the Configuration
  • Standard Activity Types
  • Default Activity Type Configuration

• Managing Activity Purposes (Activity Groups)
• Reporting on Activity Groups and Types
• Summary of Workflow

Introduction

In SalesLink, activities are categorized in two primary ways to track user engagement:

1. Activity Type: Defines how the interaction took place (e.g., Telephone, Email, Meeting).

1. Activity Purpose: Defines why the interaction took place (e.g., Sales Call, Inquiry). This often serves as the "Group" for reporting.

Managing Activity Types

Activity Types represent the method of communication. Administrators can configure these settings to control default behaviors, such as what happens when a rep initiates a call from the mobile app.

Accessing the Configuration

• Module: The ability to configure Activity Types is controlled through the Manage - Activity Type secured module in SalesLink Executive.

• Location: To find this, navigate to SalesLink Executive, click the cogwheel icon (top right), and scroll to Manage - Secured Modules. You must ensure the administrator has access to the "Manage - Activity Type" module.

Standard Activity Types

When a sales rep adds a new activity, the standard Types available in the system generally include:

• Email: For logging email correspondence (users are suggested to attach the email file).

• Fax: For facsimile transmissions.

• Letter: For physical correspondence.

• Meeting: For face-to-face or scheduled virtual meetings.

• Message: Used when leaving a voicemail or message with a receptionist.

• Special Event: Used for trade shows or open houses.

• Telephone: For detailed notes on phone conversations.

Default Activity Type Configuration

• Administrators can set a default activity type (e.g., to automatically log a "Telephone" call when a number is clicked). This is done within the Manage - Activity Type module.

• This setting is particularly useful for SalesLink Flex workflows, such as sharing phone numbers to start an activity.

Managing Activity Purposes (Activity Groups)

Activity Purposes describe the "main purpose" of the interaction. These are often used to group activities in reports.

Configuration Method: Unlike Activity Types, adding new Main Purpose options often requires a database update. Please contact Texada support for assistance.

User Selection: When adding an activity, the user selects a Main Purpose from a dropdown list. If there are additional reasons for the meeting, users can select Other Purpose by clicking the + sign and selecting multiple options.

Reporting on Activity Groups and Types

SalesLink provides specific reports to analyze how reps are spending their time based on these categories.

Activity Distribution Report:

• By Purpose/Type: You can view a breakdown of activities into Main Purpose type and Sub-types (such as face-to-face, phone call, e-communications).

• By Purpose/Month: This view breaks down activities monthly into the different main purpose types.

Activity Percentage Report:

• This report analyzes coverage based on profiled customers. It can show the percentage of activities relative to the number of profiled customers or raw numbers.

Summary of Workflow

Feature	Definition	Management Location	User Action
Activity Type	The method (Phone, Email, Meeting).	Manage - Activity Type Secured Module.	Selected from "Type" dropdown when adding activity.
Activity Purpose	The reason (Sales, Service, Marketing).	Database Configuration / Pull Request (Support Ticket).	Selected from "Main Purpose" dropdown.