Understanding Sales Activities

Sales Activities occur when a customer is assigned a technician/ employee. All the activities performed by the employee can be recorded once they are mapped with a customer on ERP.

Settings

Navigate to Settings > Sales.

Check the Mapped Account box under the Sales Preferences tab.

Click on Update.

Mapping an Account

A customer needs to be mapped with an employee or multiple employees . Let’s look into the steps for the same.

Navigate to Left Menu > CRM Sales > Customers.

To map the unmapped customers, go to the Customers tab.

Right click on the desired customer name and select Edit from the drop down.

Scroll down to the Manage By field and enter the name of the employee to be assigned.

Click on Save.

After saving, go to the Contacts page. Here it can be seen which employee is coordinating with which customer.

Scroll to the Right> Action> Edit.

In the Contacts pop up window that appears, check the Business Opportunity box. After this itself, it will be shown under the mapped account.

Click on Save and Exit.

Now it will be shown under a mapped account.

Note: You can add multiple employees to the same customer.

Viewing a Mapped Account

Navigate to Left Menu > CRM Sales > Customers.

The customer listing would be done under the Customer Index page.

Click on the Mapped Account tab. The details about who is mapped with whom will be shown.

Sales Activities

Navigate to Left Menu > CRM Sales > Customers.

The customer listing would be done under the Customer Index page.

Click on the Mapped Account tab. 

Under the field below Employee, enter the name of the employee for whom you want to see the sales activities.

Click on Action> Activity.

The following details will be displayed in the Activity page.

Expense – The amount spent by the employee on the customer activities.

Time Spent – The time spent by the employee on the customer activities.

Emails – Emails can be directly sent to the customer from here, if the email id is configured.

Meetings – Meetings can be created.

Notes – Any important note captured by the employee.

Calls – Calls made on customer activities either by the employee or the customer.

Tasks – Tasks assigned to the employee related to the customer activities.

Note: The management can guide the employee and can check the performance of the employee through this feature.