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How to add an activity against a Person?

Adding activities against a Person in SalesTown CRM helps in tracking tasks, follow-ups, and interactions, ensuring that all necessary actions are documented and completed.

This guide provides detailed steps on how to add an activity against a Person.

Adding an Activity from the Person Detail View

1. Navigate to the Person Section

On the dashboard, locate the main menu. Click on the Contacts< Person option to access the Manage Person page.

2. Select the Person

In the Person list, find and click on the Person to which you want to add an activity.
A detailed view of the selected Person will appear.

3. Fill in Activity Details in the Form

In the Person detail view, click on the Add Activity button.
A form will appear where you can enter the activity details such as

Activity purpose (call, email, meeting, task, etc.),
Activity title,
Date,
Time from and time to,
Description
Lead field with search function (to select the lead against which the activity will be logged)
Assigned To
Mark as Done Option

Click Add Activity to save the activity. Activity will be scheduled against the chosen lead.

“Assigned to” will be visible to the Admin of an account in case, the admin wants to assign an activity to the user.

In Case the user is maintaining the already done activity into the lead, in that case, they can mark it as Done at the time of scheduling

Tips for Effective Activity Management

Set Reminders: Use reminders to ensure you don’t miss important activities.
Categorize Activities: Use different activity types to categorize tasks and interactions for better tracking.
Update Regularly: Keep the activities updated to reflect the current status and progress.

Troubleshooting and Support

Data Entry Issues: Double-check that all required fields are completed correctly when adding an activity.
Technical Problems: Clear your browser cache or try a different browser if you experience technical difficulties. Contact the SalesTown support team at support@salestown.in.

Following these steps, you can efficiently add activities against a Person in SalesTown CRM, ensuring proper tracking and follow-up of tasks and interactions.