The activities help the pre-salesperson in his routine, aiming at optimizing his tasks, priorities and dates — however, at times, it is necessary to reorganize them to match his schedule and/or needs.
Within Spotter this is possible through the mass organization of activities , which changes the deadline of all according to the chosen selection. Below, a step by step on how to execute the function and some observations.
If you want to understand more about Activities, read this article.
1. Access the “Activities” menu, on the left side of your Spotter:
2. On the “Activities” tab, select the option highlighted below:
3. Choose the period you want to reorganize the Activities and click Reorganize:
4. A warning and confirmation box will appear, if everything is as desired, just click on Reorganize :
IMPORTANT: The reorganization affects all the activities of the period, and this cannot be undone after the execution. To exemplify how the organization changes deadlines, let's follow the example below:
There are three scheduled activities , and you select the 5-minute period in Rearrange . The first will be rearranged to 5 minutes from the time of the action. The second will take into account the time of the first and will be programmed for 5 minutes after the time of the first. The third activity, therefore, considers the time of the last one and will be scheduled for 5 minutes after the time of the second activity.
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