How does the pre-salesperson create new activities? - Spotter V2

So that the Pre-salesperson can better organize his routine, there is the possibility of creating activities related to the Leads.

How can I create a new activity?

When entering  the Leads Base (Funnel) , it is possible to create activities for the Leads at any stage of the Sales Funnel 

Just position the mouse over the lead's name and click on the  three dots  that appear on the lead's card and then select the “ " Create activity icon. 

What are the activities for?

The main objective of the activities is to help in the pre-seller's routine, establishing actions such as: Callback, Check Availability for Meeting, Send E-mail, among others. 

It is possible to set a date, time to contact the Lead, schedule a notification a few minutes or hours before the activity is carried out, and even add notes that can help you remember what you need to talk to the Lead at the time of the call. contact. Then just save the activity so that you don't run the risk of forgetting your appointment with the Lead. 

Another way to create activities for Leads is to go to the “Activities” tab on the left sidebar of the screen.  

In this section, in addition to creating new activities for the Lead, by clicking on the blue button in the upper right corner of the screen (“Create Activity”), you can also have an overview of your activities scheduled so far.

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