Activities (Customer Search)

An overview of activities in Customer Search.

Introduction

Activities are indicators of how customers are engaged, how frequently they are engaged and by whom they are engaged within the company. Activities serve as valuable documentation of the dialog with a customer that stays with the customer number within SalesLink.

Daily activities are automatically displayed on the Home page after logging in, and can also be accessed by clicking the My Calendar link under ON THE GO in the top navigation bar. For more information see the Home section.

Add an Activity

To add a new activity:

From the Home page, click the Add New link at the bottom right corner of the day you want to schedule the activity in the calendar. From the top navigation bar, click the Add New Activity link under the Plus icon .
Enter all required information into the Add New Activity form.
Click the Save Activity link at the top right or bottom right of the page.

Once saved, the activity will appear in the owner’s calendar and on the customer’s account.

Status

	Outstanding	Activity is scheduled and has not occurred yet.
	Completed	Activity has been completed (a follow-up activity can now be scheduled).
	Canceled	A planned activity has been canceled for any reason.
	Overdue	Visible on calendar and reports only. An activity with a scheduled date before the current date; status will automatically change.
	Not Scheduled	Visible on calendar and reports only. An activity without a scheduled date; status will automatically change.

Type

	Email	Best practice: attach the email in the activity in the attachment section.
	Fax	Best practice: indicate fax information in notes (i.e. subject, date, time, etc.)
	Letter	If a soft copy is available, attach it in the attachment section.
	Meeting	Keep notes of what was discussed in the notes section and create a follow-up activity with any outstanding items.
	Message	If the message was left with someone other than the contact’s voicemail, indicate who the message was left with.
	Special Event	Examples would be a trade show or open house.
	Telephone	Detail the information from the conversation.

Follow-up Activity

This option will only appear if the Status of the activity is set to Completed (top-right corner of the Add / Edit Activity screen). If Follow-up Activity is checked Yes, the same fields as entering a new activity will appear. It will also suggest when to make the next activity based on the customer’s PAR. If the activity is not customer related or if it’s for a new customer, it will assume the PAR is 0.

Overdue Activities

Overdue activities are activities entered into the system with an activity date prior to the current date. Click the My Overdue Activities link to the left of the calendar on the Home page, or under the ON THE GO tab in the top navigation bar.

This page displays a list of all your currently overdue activities. Sort the table by clicking on a column header to sort the column in ascending or descending order.

To export the table into an Excel spreadsheet, click the Export link at the top-right corner of the page.

Click on the Activity Number to view the activity’s details, the Customer Number to view the associated customer details, or the Opportunity Number to view the associated opportunity details (if available).