In the tab ‘Activity’, you can plan Lead-related actions. Here you can also review the history of the already carried out actions. The Action window consists of the Events and Tasks lists. You can filter them by selecting the period, entering specific start and end dates, selecting Event type or stage, selecting Task type or status.
Using events
Lead can be assigned to an unlimited number of Events. Each Event is shown in Calendar. Next to Lead’s list of Events, the main Event’s information (date, name and status) is provided. The number in the brackets, for example, (2), shows the number of the related Tasks. The assigned Events can also be seen in the Events module. More information on how to use Events can be found in the Events module (see page 67).
In our daily work, it is very convenient to foresee the period when specific tasks will be carried out. In this way, you can group Tasks into periods. Also, your availability will be seen in Calendar. To assign Task for specific Event, select Event by pressing the arrow ,
The bottom menu, with the help of which you can create new Lead, double it, delete or remove from the listthen Event turns blue; by pressing ‘+’ in the list of Tasks, Task will be automatically assign to the selected Event.
To delete Event from the Lead’s actions, press the arrow and, when Event turns blue, press ‘-‘ at the bottom of the list of Tasks.
Assignment of Action groups to the Leads module is a great relief for the management of business processes or simply planning actions. Actions groups can be defined in ‘Settings’ > ‘Actions’.
After preparation of sets of Actions by your business’ processes, press the button “Actions Group”; the new window will appear:
Press the arrow and select the desired set of Actions. It is also necessary to define the start and the end dates of Actions group. The application will automatically define the start date, which will be today’s date. The end date is not mandatory, unless sets of Actions contain Events or Tasks, whose date reference point is the corresponding end date. By pressing the button ‘Cancel’, you will terminate adding of sets of Actions to Lead.
Using Tasks. Tasks can be assigned without assigning them to Events. The assigned Tasks can also be seen in the Tasks module. More information on how to use Tasks can be found in the Tasks module (see page 69).
By pressing the button “Activity Report”, the new window will appear, where you will be able to see the plan of Actions specifically drafted for Lead and prepared for printout.
By pressing the button “Busy Graph”, the new window will appear, where you will be able to see all Lead-related employees’ availability for the period of 10 days from today. Availability is calculated for employees, whose Actions are assigned to this Lead. A working day lasts for 8 hours. Availability is calculated by adding day’s tasks and the value of the field ‘Period’. If your company has more employees, they can be filtered by groups of employees by selecting the top filter.
NOTE. When the printout appears, the top menu changes. Further actions are available only of Action from the top menu is selected.
