The Activities module gives managers full visibility into seller engagement — every call, meeting, email, and follow-up that fuels your team’s success. It’s more than a record; it’s a timeline of effort, discipline, and relationship-building. Learning to use the Activities view effectively helps you identify engagement trends, guide coaching conversations with real examples, and strengthen your team’s consistency in logging and follow-up habits.
By mastering the Activities module, you’ll strengthen your ability to:
Monitor team activity levels to assess engagement, focus, and relationship depth.
Use activity data as evidence in coaching discussions to reinforce expectations and celebrate wins.
Identify early signs of pipeline weakness through reduced outreach or inconsistent logging.
Export data for reviews or performance tracking, combining activity insights with financial outcomes.
Maintain data continuity when accounts are transferred, ensuring complete and accurate sales histories.
Use this checklist to confirm you can confidently interpret, use, and reinforce activity data as part of your team’s rhythm and accountability process.
I can review the Activity timeline and filter by type, date, or seller to monitor engagement.
I can use logged activities during one-on-ones to coach sellers on outreach quality and frequency.
I can export activity data for analysis or combine it with financial reports for performance reviews.
I can explain how activities automatically transfer when accounts are reassigned or merged.
I can reinforce consistent logging of calls, meetings, and emails to capture a complete account history and maintain accountability.
