CRM > Deals / Deal activities

Deal activities

Activities for working with a deal, such as a phone call, meeting or presentation, can be scheduled and viewed in QuickBPM. You can always see what has already been done and what is the next schedules step. For your convenience, the activities are displayed on the deal's page, in the Calendar and in outgoing tasks.

 

Adding an activity

Click +Task and select an activity from the drop-down list.

QuickBPM will ask you to enter the activity's name, for example, follow-up meeting, assign a responsible employee and set the due date.

By default, the current user is assigned as responsible for the activity, but you can select any other employee instead.

How are activities displayed

The new activity will immediately appear on the deal's page. Each activity has its own icon. The completed activities are crossed out, and the overdue ones are written in red.

Each activity is automatically added to the assignee's Calendar , where is can also be viewed by the assignee's superior. Scheduling activities this way helps prevent overlapping events and makes task control easier.

Please note that you can switch between the day, week or month calendar views and choose the one most convenient for you.

By clicking on the activity's name in the Calendar, you will immedately open the deal's page, where you can, for example, mark the activity as completed or reschedule it.

Activities are also displayed in the list of outgoing tasks of the employee assigned as responsible.

Working with activities

Its is easy to work with activities right from the deal's page. For each kind of activity there is a set of actions available, for example, you can mark a task as completed or reschedule a phone call. Let's take a closer look at them.

Сall

There are four buttons for managing a phone call:

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  • Done. If the call was successful, click this button and enter a comment. The activity will be completed and the comment will appear in the activity stream .
  • Postpone. Specify a new time for the phone call and leave a comment if necessary.
  • Unable to reach lead. QuickBPM will offer you to select the reason for not being able to reach the lead.

This reason will appear on the deal's activity stream. The total number of unsuccessful calls will be shown on the Unable to reach lead button  . This way you can stop working on an ineffective lead if, for example, they haven't picked up the phone three times in a row.

  • Close deal. Select the reason why the deal is being closed. The deal will be removed from the pipeline, and its status will automatically change to Lost. 4.PNG

Meeting and webinar

Working with these two activities is pretty similar. They both have two buttons - Done and Postpone.

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When you click Done, the system will ask you to  leave a comment. With the Postpone button you can reschedule a meeting or a webinar.

Task

This is similar to working with regular QuickBPM tasks. A task page will be created and added to the executor's task list. However, unlike regular tasks, this task is also added to the Calendar.

Please note that if instead of a task you are creating a checklist, it will not be shown in the Calendar because checklists have no executor and merely serve to make planning easier. However, you can edit a checklist item and assign an executor, in such case it will appear in the executor's Calendar.

You can learn more about tasks in the Tasks section.