How to add a new activity type - Spotter V2

Created by Andre Greiner, Modified on Wed, 24 May 2023 at 03:18 PM by Andre Greiner

The Create Activities option   is essential to make the pre-sales team more productive and increase results. With the activities created and configured, the pre-seller is able to follow the script defined by the manager and thus executes the process in a more agile and faster way.

A lead should never run out of activities. After all, a lead without activity is a worthless lead and you don't want that, do you? 

Today Spotter, by default, has pre-registered types of activities. To find out what these types are, READ THIS ARTICLE  , but if you need to register new types, this article will show you how.

To create a new activity type follow these steps: 

1.  Access Spotter with the “ Manager ” profile;

2.  On the side menu, select the option “ Activities ”;

 

3.  In the activity menu, select “ Gear ”  in the upper right corner; 

OBS.:  Some  activities  are already configured as  default  in the tool and  cannot be changed or deleted However, new activities with custom names and icons can be created. 

4.  After clicking on “ gear ”  a new screen will appear, in it click on “ Create Type ”; 

NOTE:  Note that by default there are only 5 activities available.

5.  When clicking on the Create Type option ,  a pop-up will appear;




6.  Define the name of the type of activity and enter it in the field “ Name of the type of activity ”. Remembering that there is a limit of 40 characters for this name; 

 

7.  Choose the icon for this new activity from the available options; 

8.  Click on “ Save ”; 

 

9.  That's it, your new activity type is now created and available to be used by your pre-sales team. This new activity will be added to the Spotter Activities list. 


Create as many types of activities as you want by following all the previous steps. 

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