Connecting Sales Activities with Sales Actions

Sales Activities: where attention goes, energy flows! Pipeliner CRM’s Sales Activities feature gives you the option to define what should be done in each step of your sales process.

With Pipeliner CRM’s Sales Actions Required Fields feature, various fields can be made mandatory, and a sales opportunity cannot be moved unless all mandatory fields have been completed. This means that sales team performance becomes more consistent, and little to nothing is ever left to chance.

We connected Sales Activities and Sales Actions Required Fields in order to help you automate some of your sales activities based on the sales actions.

Here we will go over automatic sales activities checking based on completion of sales actions.

Connecting Sales Activities with Sales Actions [Video Tutorial]

Screencast: Play in a new window.


  • Sales Action - A sales action or buyer's action is a single action that a buyer needs to take in order to help you to move the opportunity from one step in the process to another. In terms of Pipeliner CRM, it's a custom field within a sales opportunity that should help you better qualify your opportunity. Example: Buyer confirms budget.
  • Sales Activity - A sales activity is an activity that salespeople need to perform when working with a potential customer.
  • Sales Activities Checklist - A sales activity checklist is a list of all sales activities that a  salesperson needs to finish within one sales step in the sales pipeline in order to move the opportunity from one step to another.

With Pipeliner CRM you can customize the buyer's actions and link them with the sales activities checklist within the sales opportunity form. On the example below, we will show you how to connect the information you get from a buyer with the activities you need to perform.

Connecting Sales Activities with Sales Actions [Guide]

#1: Create Sales Action (Custom Opportunity Field)

In order to connect a sales action—an opportunity field—on the form with the sales activity checklist, you need to follow these steps:

  1. Run Pipeliner CRM
  2. Click on "Administration". Pipeliner CRM Access Administration
  3. Click on "Fields and Forms". Pipeliner CRM Open Fields and Forms
  4. Click on "Opportunities". Pipeliner CRM Access Custom Opportunity Forms
  5. Select the form to which you would like to add a custom field that should be connected with the sales activity in the sales step checklist. Click on the "Edit" button.Pipeliner CRM Edit Opportunity Form
  6. Create a new Field. Pipeliner CRM Create New Custom Field Pipeliner CRM Custom Field Properties
  7. Drag and drop it into the "Sales Actions" part of the form relating to the dedicated step in your sales process.Pipeliner CRM Add Field to Form
  8. Make this field required. Pipeliner CRM Make Field Required
  9. Publish changes. Pipeliner CRM Publish Changes

This way you can link many fields on the form with the opportunity checklist—for example, account, contact or opportunity value. Your options are limitless.

#2: Link Sales Action with the Sales Activity

In order to link a field with the sales activities checklist within a sales opportunity, follow these steps:

  1. Run Pipeliner CRM
  2. Click on "Administration".
  3. Click on "Sales Space".
  4. Click on "Sales Pipelines". Pipeliner CRM Select Sales Pipelines
  5. Click to "Edit" the sales pipeline. Pipeliner CRM Edit Sales Pipeline
  6. Click "Edit Sales Activities". Pipeliner CRM Edit Sales Activities
  7. Click "Add Sales Activity" and select the option "Add existing field (see fields and forms)." Pipeliner CRM Connect Sales Activities with Sales Actions
  8. Search for the field you created and click "Add". Pipeliner CRM Select Sales Action
  9. Click "Save" in order to update sales activities checklist. These changes are updated immediately to all your users as it does not require the publishing process.Pipeliner CRM Select Sales Action Save

Pipeliner CRM now recognizes the completion of the field within the form. When you use and fill out the field on the form, Pipeliner CRM automatically checks this sales activity within the checklist.

#3: Automatic Sales Activity Checking

You can link any field from the form to any checklist within the sales opportunity.

  1. Run Pipeliner CRM
  2. Open a Sales Opportunity. Pipeliner CRM Open Sales Opportunity
  3. Find the field you created (notice that the checklist is not yet checked)
  4. Fill-in the field.
  5. See that Pipeliner CRM now automatically checks this activity as done.Pipeliner CRM Automatic Sales Activities Checking

Research shows that companies with a well-defined sales process consistently outperform their competitors.


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request