The Activities section captures the story of your day-to-day work. Every call, meeting, and email helps create a complete picture of how relationships are developing and where opportunities are growing. Learning how to log, update, and analyze activities provides you with the insight to plan more effectively, follow up on time, and maintain an accurate client history that supports long-term success.
By mastering Activities, you’ll strengthen your ability to:
Maintain a consistent and complete record of client interactions.
Quickly locate past activities using search tools and filters.
Analyze activity patterns to understand where time and effort are being spent.
Keep future work organized by scheduling follow-ups and reminders.
Build accountability and transparency into your sales process.
Use this checklist to confirm you can confidently log, manage, and analyze your sales activities.
I can add activities (calls, meetings, emails) for contacts, accounts, or agencies.
I can edit or reschedule activities to ensure records reflect reality.
I can use search and filters to locate specific activities by keyword, type, or date.
