What
Adding an Activity in ShareBuilder CRM means logging a touchpoint such as a call, meeting, or email with a company, agency, or contact. Activities help capture critical interactions that move business forward and are visible to anyone working with that same account.
Why
Activities keep everyone aligned, avoid duplicate efforts, and make it easier to coach, follow up, or pass off accounts cleanly.
Logging activities supports:
A clear account history – so nothing gets lost or forgotten
Smarter follow-ups – with context right where you need it
Stronger team collaboration – across sellers, managers, and assistants
Forecasting accuracy – tied to the movement and health of opportunities
The better your activity records, the more confident you’ll be in your pacing, pipelines, and strategy.
How
