How to rearrange activities - Spotter V2

Created by Andre Greiner, Modified on Wed, 29 Mar, 2023 at 9:54 AM by Andre Greiner

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.  


Rate this article so we can improve our service?

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article