Activities & Campaigns

Updated till version 1.1.9

Activities

You can use activities to plan, track, and organize all your customer communications.

To access the "Activities" interface, click Activities on the top navigation menu. You can also view upcoming and overdue activity records created for a lead/ opportunity record. Refer to the "View activities" section, for a step-by-step guide.

Create an activity

You can add an activity related to an opportunity or lead record to help you keep track of all the communication history you have with a customer.

There are 2 ways to create a new activity.

Way 1. From the "Pipeline" page.

1. Navigate to Pipeline.
2. In the lower right corner, click the plus icon and select New Activity.

3. Fill in all required fields and any other fields that you want:

   • In the Subject field, type the name of the ticket.
   • In the Estimated time field, determine the time required to complete a ticket.
   • In the Done Ratio field, select the percentage of task complete. The "Done ratio" section shows the time logged so far, and the time remaining.
   • Select a Project from the dropdown menu.
   • Select a Deal from the dropdown menu.
   • Check the box next to Private if you want to limit project members or users can view the ticket. The users who can view are watchers, assignees, project managers, administrators, and authors.
   • In the Description field, enter any other details about an activity.
   • In the Status field, select the status. If you are creating a new ticket, you need to set the status to "New". However, you can update the status of the ticket later on.
   • Assign the ticket to a user.
   • Set the start date and due date of the ticket.
   • In the Type field, define the type of Activity — Work Request, Meetings, Call, Presentation, Create Quotation, and Follow-up.
   • In the Priority field, set the priority to Immediate, Urgent, High, Normal, and Low.

4. Click Create.

Way 2. From the "Opportunity/ Lead Details" page.

1. From the top navigation menu, click Leads/ Opportunities. You will be redirected to the "Lead/ Opportunity List" page.
2. Click the lead's/ opportunity's name.
3. In the upper right corner, click the New Activity button.
4. The further steps are the same as for the first way of adding an activity.

View activities related to a lead/ opportunity

You can view upcoming and overdue activities created for a lead/ opportunity record.

There are 3 ways to view all activities created for a lead/ opportunity.

Way 1. From the Dashboard.

1. Navigate to Pipeline > Leads/ Opportunities.
2. In the upper right corner of the lead card, click the kebab menu icon .
3. Select View All Activities from the dropdown menu.

You will see a list of activities.

Way 2. From the "Lead/ Opportunity List" page.

1. From the top navigation menu, click Leads/ Opportunity. You will be redirected to the "Lead/ Opportunity List" page.
2. Click the kebab menu icon next to a required lead record.
3. Select View All Activities from the dropdown menu.

Way 3. From the "Lead/ Opportunity Details" page.

1. From the top navigation menu, click Leads/ Opportunity. You will be redirected to the "Lead/ Opportunity List" page.
2. Click the lead's/ opportunity's name.
3. Navigate to the Activity tab.

Filter the list of activities

You can filter activities by status, name, assignee, priority, type, tags, and so on. By default, the filter "Status" is selected.

To extend filtering options:

1. From the top navigation menu, click Activities. You will be redirected to the "Activity List" page.
2. Click Filters.
3. Click the plus icon and select the filter you want to apply.
4. Click Apply.

Customize activity list layout

The column customization icon , when expanded, allows you to manage activity list columns (add, hide, reorder).

1. From the top navigation menu, click Activities. You will be redirected to the "Activity List" page.
2. Click the column customization icon .
3. Switch the toggle on/ off next to the required columns.
4. Click the drag & drop icon and hold it. Drag the column to the location you want to place the column.
5. Click Apply.

Edit an activity record

You can change only one attribute in the selected activity record (such as "Status", "Type", or "Priority") or multiple attributes at once (such as "Status" and "Type" together). To change only one attribute in the activity record, just select it from the available options in the dropdown menu and confirm by left mouse click. The change will take effect immediately.

There are 2 ways to edit multiple attributes.

Way 1. From the "Activity List" page.

1. From the top navigation menu, click Activities. You will be redirected to the "Activity List" page.
2. Click the kebab menu icon next to the activity record you want to edit.
3. Select Edit from the dropdown menu.
4. A new form will open where you can edit the activity record properties.
5. Click Update.

Way 2. From the "Opportunity/ Lead Details" page.

1. From the top navigation menu, click Leads/ Opportunities. You will be redirected to the "Lead/ Opportunity List" page.
2. Click the lead's/ opportunity's name.
3. Navigate to the Activity tab.
4. Click the kebab menu icon next to the activity record you want to edit.
5. Select Edit from the dropdown menu.
6. The further steps are the same as the first way of editing an activity record.

Clone an activity record

There are 2 ways to clone an activity record.

Way 1. From the "Activity List" page.

1. From the top navigation menu, click Activities. You will be redirected to the "Activity List" page.
2. Click the kebab menu icon next to the activity record you want to clone.
3. Select Clone from the dropdown menu.
4. Edit the information as needed.
5. Uncheck the box next to Link copied issue if you want to unlink two activity records.
6. Click Create.

Way 2. From the "Opportunity/ Lead Details" page.

1. From the top navigation menu, click Leads/ Opportunities. You will be redirected to the "Lead/ Opportunity List" page.
2. Click the lead's/ opportunity's name.
3. Navigate to the Activity tab.
4. Click the kebab menu icon next to the activity record you want to clone.
5. Select Clone from the dropdown menu.
6. The further steps are the same as the first way of editing an activity record.

Watch/ unwatch an activity record

Watching means you receive notifications when things happen on an activity record. For example, when someone comments on or edits the activity record, you will receive notifications in VNCtalk.

There are 2 ways to watch/ unwatch an activity record.

Way 1. From the "Activity List" page.

1. From the top navigation menu, click Activities. You will be redirected to the "Activity List" page.
2. Click the kebab menu icon next to the activity record you want to watch/ unwatch.
3. Select Watch/ Unwatch from the dropdown menu.

Way 2. From the "Opportunity/ Lead Details" page.

1. From the top navigation menu, click Leads/ Opportunities. You will be redirected to the "Lead/ Opportunity List" page.
2. Click the lead's/ opportunity's name.
3. Navigate to the Activity tab.
4. Click the kebab menu icon next to the activity record you want to watch/ unwatch.
5. Select Watch/ Unwatch from the dropdown menu.
6. The further steps are the same as the first way of editing an activity record.

Log time on an activity record

There are 2 ways to log time on an activity record.

Way 1. From the "Activity List" page.

1. From the top navigation menu, click Activities. You will be redirected to the "Activity List" page.
2. Click the kebab menu icon next to the activity record you want to log time.
3. Select Log time from the dropdown menu.
4. Fill in the date, hours you have spent on the activity record and comment.
5. Click Create.

Way 2. From the "Opportunity/ Lead Details" page.

1. From the top navigation menu, click Leads/ Opportunities. You will be redirected to the "Lead/ Opportunity List" page.
2. Click the lead's/ opportunity's name.
3. Navigate to the Activity tab.
4. Click the kebab menu icon next to the activity record you want to log time.
5. Select Log time from the dropdown menu.
6. The further steps are the same as the first way of editing an activity record.

Delete an activity record

There are 2 ways to delete an activity record.

Way 1. From the "Activity List" page.

1. From the top navigation menu, click Activities. You will be redirected to the "Activity List" page.
2. Click the kebab menu icon next to the activity record you want to delete.
3. Select Delete from the dropdown menu.
4. When prompted, click Yes to confirm that you want to delete the activity record.

Way 2. From the "Opportunity/ Lead Details" page.

1. From the top navigation menu, click Leads/ Opportunities. You will be redirected to the "Lead/ Opportunity List" page.
2. Click the lead's/ opportunity's name.
3. Navigate to the Activity tab.
4. Click the kebab menu icon next to the activity record you want to delete.
5. Select Delete from the dropdown menu.
6. The further steps are the same as the first way of deleting an activity record.

Campaigns

Campaign management allows you to organize, track and manage marketing campaigns in one place. To access the "Campaigns" interface, navigate to Configurations > Campaigns.

Create a campaign

1. Navigate to Pipeline.
2. In the lower right corner, click the plus icon and select New Campaign.

3. Fill in all required fields and any other fields that you want:

   • In the Name field, type the name of the campaign.
   • Set the start date and due date of the campaign.
   • In the Description field, enter any other details about a campaign.

4. Click Create.

Edit a campaign

1. Navigate to Configurations > Campaigns. You will be redirected to the "Campaign List" page.
2. Click the kebab menu icon next to the campaign record you want to edit.
3. Select Edit from the dropdown menu.
4. Make your changes.
5. Click Save.

Delete a campaign

1. Navigate to Configurations > Campaigns. You will be redirected to the "Campaign List" page.
2. Click the kebab menu icon next to the campaign record you want to delete.
3. Select Delete from the dropdown menu.
4. When prompted, click Yes to confirm that you want to delete the campaign.