Activities Overview - Spotter V2

Created by Andre Greiner, Modified on Wed, 29 Mar 2023 at 03:20 PM by Andre Greiner

The pre-salesperson's work encompasses several actions to achieve the goal of qualifying the lead and getting that meeting for the sales team.

Thinking about how Spotter can help its users in managing these actions, we developed the activities area. Managers can closely monitor their team's work, and pre-salespeople can create custom activities that will help them on a day-to-day basis.

Below is a list of articles related to this activity:

• How to filter leads by activities?

• How does the pre-salesperson create new activities?

What types of activities are available?

• How to rearrange activities? 

•  Optimize the follow up with the Activity Area 

•   Filter by activity 

•  How to add a new activity during the Filter step

•  How to add a new activity type

• How to enable or block activity notifications?

Ah, and this functionality does not replace the elaboration and extraction of reports, ok?

An organized pre-seller has better results ;)

To the next!

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