Filters are important for checking follow-ups as they allow you to quickly identify pending tasks and prioritize them effectively. By using filters, you can sort and view activities based on their status, due dates, and assigned users, ensuring no follow-up is missed. In SalesTown CRM, managing activities efficiently is crucial for maintaining productivity and ensuring timely follow-ups.

This guide will show you how to check overdue activities using various filters such as activity status, activity purpose, date filters, and user-wise filters from the Activity Page.

  1. Accessing the Activity Page

  • Once logged in, you will be directed to the workboard.

  • In the main menu or navigation panel, click on the Activity menu.

 

  1. Applying Below Filters

        On the Activity Page, you will find various filter options at the top panel.

 

  • Locate & Apply Filters Based on the Activity Status

          Choose  and click on the desired status  button to apply-  

  • Overdue: Activities that are already due but not marked as completed.

  • Done: Completed activities.

  • Upcoming: Activities that are yet to be completed or upcoming.

  • Assigned: Activities that are assigned to users but not yet started.

 

  • Locate & Apply Filters Based on Activity Purpose

      Choose  and click on the desired status  button to apply-  

  • Call

  • Email

  • Task

  • Meeting

  • Any Custom Purpose (custom purposes as defined in your CRM settings by your Account Admin).

 

  • Locate & Apply  Date Filters

  • In the filter options, find the Date or Date Range filter.

  • Choose the desired date range to filter activities within specific dates.

  • You can select predefined ranges like Today, This Week, This Month, or custom date ranges using the calendar.

 

  • Locate & Apply  User-wise  Filters

  • In the filter options, find the User dropdown menu.

  • Choose the user whose activities you want to view.

  • You can filter by individual users or view activities for all users.

 

  1. Viewing Filtered Results

  • The Activity Page will refresh to display the activities that match the selected filters.
  • Overdue activities will be highlighted in red color on the purpose and activity date column accordingly.

Additional Tips

  • Save Filter Settings: If you frequently use the same filters, consider saving the filter settings for quick access in the future.

  • Sort Activities: Use the sort options to organize the filtered activities by due date, priority, or other criteria.

  • Export Data: If needed, export the filtered activities to a CSV or Excel file for reporting or further analysis.

Troubleshooting

  • No Activities Found: If no activities are displayed, verify that the filters are set correctly and activities match those criteria.

  • Filter Not Working: Clear your browser cache or try a different browser if filters are not applying correctly. Contact support if the issue persists.

  • Missing Filter Options: Ensure you have permission to view and apply filters. Contact your account administrator if options are missing.

Support

For additional help, visit our Help Center or contact support at support@salestown.in.