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Magda Piasecka
Written by Magda Piasecka

What are the CRM Activities?

Activities are everything your sales rep does in order to move the deal forward.


What are the Activities?

Activities are everything your sales rep does in order to move the deal forward.

User.com CRM enables you to schedule new activities and keep track of their execution.

Some of the activity types we enable:

  • Tasks
  • Lunches
  • Meetings
  • Emails
  • Deadlines
  • Calls

Each activity is connected with one Prospect, Sales Rep and Company.

There are four ways you can create a new activity

  1. Create activities automatically using actions.
  2. Go to deal profile and click “New Activity”. 
  3. Go to the Sales - Activities section and click “Add activity”.
  4. Then, you will have to fill out the form specifying key information about the activity. Once you save it, it’s ready!
  5. Go to a Company profile and click “New activity”.
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