Dynamic Sales Activities

Tier: Enterprise

Availability: Universals Release

This is a complete guide helping you to understand to setup dynamic activities in Pipeliner CRM. The following article includes: 

  • Adding custom fields to an activity type.
  • Adding the activity type as a sales activity into the lead/opportunity stage.
  • Accessing the activity type within sales activities checklist within the lead.
  • Reporting on the custom fields of the activity type.

 

 #1: Create Custom Activity Types with Custom Fields

Each task or appointment can be now customized according to your business needs. With the custom fields you can track any information user needs to note during fulfilling sales activities.

In order to create a new custom activity type you need:

  • Have Admin Rights
  • Have Enterprise License
  • Have Universals Pipeliner CRM version 13

To create a new activity go to Administration > Custom Fields and Forms > Tasks or Appointments


01.JPG

When you edit one activity type by clicking the “Edit” icon, you can customize its form:

02.JPG

You can add any field type you need to be shown on the task form. In this case, we will focus on the SDR call. During this call we need to capture details to help identify the success rate and qualification of the lead for the sales team.

We created two custom fields:

  • Response (This will help us to tell how many calls we need to perform to connect)
    • Spoken
    • Voice Message
  • Checklist of Questions (This is a list of qualification questions that SDR needs to approve prior qualifying the lead to the opportunity for sales team) It’s a simple checklist to not forget to ask some important questions.

Once configured we can add this activity to the activity checklist.

#2: Add Custom Activity Types to Sales Process

Once you customize the activities you can link them to the sales activities within sales process including lead step.

To add a custom activity to the sales activities checklist go to Administration > Pipeline > Edit Pipeline

03.JPG

Click on “Sales Activities”.

Select the option “Add custom activity type” and link “SDR Call” to the lead step.

Once done, you will be able to see this custom activity linked to the lead step i.e. it means that every time you start working on a lead you will see what activities needs to be performed prior qualifying the lead to the opportunity.

#3: Use Custom Activity in Pipeliner CRM

You can now find the created custom activity “SDR Call” within the each lead in the sales activities checklist.

04.JPG

Click on the task labeled “SDR Call” to view the fields you have added.


05.JPG

When you mark the task as complete, you can see that this task has been accomplished within the Lead Detail.

06.JPG

Following these steps, you can assign any activity type to the sales activities checklist for Leads and Opportunities based on the step on pipeline.

#4: Report on Any Field on Activity

You are able to create a report on all custom fields you create in the system, including activities.

Just add the custom fields to the reports:

07.JPG

In this example, you are able to see how many successful call the SDRs did over specific time period.

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