What
The Activity module is the central timeline of all sales interactions. It captures every call, meeting, email, note, follow-up, and conversation, tying them directly to Contacts, Accounts, or Agencies.
Key features include:
A chronological activity list with time/date stamps and user attribution.
Filters by type, date, user, or keyword to quickly find relevant records.
The ability (with permissions) to edit or delete notes.
Export tools for downloading activity history in CSV/Excel for reporting or coaching.
Why
For managers, activity tracking is more than a log - it’s a coaching and accountability tool that underpins sales success.
Accountability & Visibility: Provides managers with clear insight into seller engagement and consistency.
Pipeline Health: Lack of activity often signals stalled opportunities, while consistent touchpoints drive momentum.
Coaching with Context: Reviewing activity records gives managers real examples to discuss during one-on-ones, helping refine outreach strategies.
Strategic Discipline: Reinforces a team culture where no client is overlooked, and no opportunity is left idle.
ROI on Effort: Not all activity is equal - tracking allows managers to guide sellers toward high-value conversations with decision-makers.
Bottom line: activity is the engine of sales momentum, and managers who monitor and coach around it can drive measurable growth.
How
Managers can leverage the Activity module to strengthen team performance:
Monitor Seller Engagement
Use filters to review each seller’s activity by date, type, or account. Look for consistency in follow-ups and meaningful conversations.
Coach with Real Examples
In one-on-ones, reference logged activities (calls, meetings, emails) to provide targeted coaching on outreach quality and frequency.
Export for Reporting
Export activity data for quarterly reviews or to pair with financial reports, giving a full picture of account health and sales effort.
Reinforce Discipline
Encourage sellers to log all meaningful touchpoints. Highlight gaps in activity to prevent accounts from going idle.
Spot Opportunities Early
Review follow-ups and notes to identify emerging opportunities or accounts that need additional attention.