Manage Activity Types

What

Sales activity refers to any measurable action or behavior carried out by a Seller with the intent of moving a prospect or customer through the sales funnel. These activities are foundational components of the sales process and are tracked to evaluate performance, identify trends, and forecast revenue. Managers and Admins can add, rename, or merge activity types in CRM.

Why

Customers want to edit sales activity types by market to align CRM tracking with the unique sales strategies, workflows, and compensation structures of each team.  It also allows managers to coach effectively and ensures that activity data accurately reflects performance. Ultimately, it makes the CRM more actionable, driving smarter decisions and stronger sales outcomes across diverse markets.

How