Activity Types are labels used to categorize different types of seller interactions in ShareBuilder CRM. They determine how activities (calls, meetings, emails, notes, etc.) appear in lists, calendars, and reports. Managers can customize these types to fit their team’s workflow, making it easier to analyze engagement patterns and hold sellers accountable.
For managers, Activity Types matter because they:
Standardize Tracking: Ensure every seller logs activities consistently for accurate reporting.
Improve Coaching: Let managers see which types of activities sellers focus on (e.g., prospecting calls vs. client meetings).
Enhance Visibility: Calendar and reporting views become more meaningful when activity types are categorized and color-coded.
Enable Strategic Adjustments: Managers can quickly spot activity gaps (e.g., too few decision-maker meetings) and coach sellers to adjust.
Support Accountability: Customized activity types align daily actions with broader sales strategies.
Activity Types allow managers to turn logged interactions into actionable insights, strengthening sales discipline and coaching.
