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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