Activities

What

Activities encompass various actions such as meetings, calls, emails, and other tasks that facilitate relationship management and sales processes within the CRM.

Why

Recording activities ensures that all team members have visibility into client interactions, promoting collaboration and informed decision-making. It also aids in maintaining a comprehensive history of engagements, which is essential for effective account management.

How

1. Adding an Activity:

   • Any user can add an activity for any account, regardless of ownership.
   • Activities can also be linked to agencies without associating them with specific accounts.
   • To associate one activity with multiple accounts, especially when discussing initiatives with an agency representative that pertain to several accounts, utilize the feature that allows linking an activity to multiple accounts.

2. Visibility of Activities:

   • An activity related to an account can be viewed by:
     • The owner of the account.
     • The creator of the activity.
     • Account Executives on a shared account.
     • The user listed in the “Activity For” section.
   • An activity added for an agency can be seen by all users.
   • An activity created for a contact, not associated with an account, can be seen by all users.

3. Editing an Activity:

   • An activity may be edited by:
     • The user who created it.
     • The individual for whom the activity was created.
     • Any user with Manager permissions.

By effectively utilizing the Activities feature, teams can ensure seamless collaboration and maintain a detailed record of all client interactions within ShareBuilder CRM.