View source for Managing Sales Activities

All selling activities can be tracked in [[SmartSimple]], and these activities will be displayed under the '''My Activities''' tab.

This list will include all activities related to leads, contacts, and opportunities. 

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Activities can be scheduled whenever you are displaying contact information, by clicking the '''New''', '''Activity''' tab.

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1. Click on '''any contact''' in your '''contact''' tab.

2. Click the '''New''', '''Activity''' tab.

The '''new activity''' window is displayed.  Activities are common to all areas of [[SmartSimple]], including calendars and all [[Application|application]] programs.

* Each '''Activity''' can be either an event or a task.
* Clicking the '''Activity Type''' options button switches the activities between an event and a task.

==Event Type Activities==

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* An event has a “start date and time” and an “end date and time”.

==Task Type Activities==

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* A task has a priority - A, B, C and a target completion date and time.

1. Create an '''Event''' type activity as shown below:

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* The contact is set to the contact that you clicked on.  If you wish to assign this event to additional people click the '''Assigned – Lookup''' button.

2. Click the '''Save''' button.

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The '''delete''' and '''recurring''' buttons are added to the activity.

This activity will now be displayed in the '''My Activities''' tab.

3. Click the '''My Activities''' tab.

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* The event is displayed. As you add other tasks and events they will be added to this list.
* Ensure that the date range specified in the filter panel includes the date of the new event.

If you have manager permission you can use the '''Activities''' tab to see all activities across all company managers in your branch, or for the entire company.

[[Category:Sales Tracking]][[Category:System Management]][[Category:Applications]]