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Creating Activities

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Creating and recording all of your activities around a Sales Project or Prospect is a crucial part of communicating with your contacts and at the same time, keeping track of events and ensuring all of your notes, appointments, and tasks are easily available.

It's also important that this information is accessible for your colleagues or sales coach to help improve collaboration among the team.

 

What is an Activity

In Membrain, an Activity is an Appointment, Task, Note, Phone call or Email created in the past or the future. There are many ways these can be created and stored in Membrain.

Depending on where you create these Activities from, Membrain will suggest relationships for you to link these Activities to. For instance, if you create an activity from within a sales project or prospect, Membrain will automatically link it to the related sales project, company and contact.  Adding an appointment from a Company, contact, or from the Sales calendar, Membrain will ask you to relate the appointment to the correct Sales Project or Prospect. All activities you carry out will be added to the Activity Stream of the related Sales Project/Prospect/Company or Contact.

Ensuring activities are recorded in the correct context is of paramount importance to ensure all activity reporting, filtering or activity goals reflect the correct information.

Activity Types

There are 5 different Activities you can carry out in Membrain, and all have a different role to play in how you communicate, collaborate, and progress towards achieving your sales goals. 

Appointments

Appointments can be described as a meeting over the phone, via webinar or a meeting in person. They can be created from the Sales Calendar or from within a Sales Project or Prospect. You can send invites to participants and even add a link to a Zoom online meeting if required.

Tasks

A Task is a piece of work that needs to be done or undertaken. This can be a simple check of information or a larger assignment that is part of an overall project. Creating tasks adds these to your task list, much like a to-do list but with all the relevant information right there at your fingertips.

Notes

Time isn't always on our side, but it's still important to quickly record a telephone conversation or make a brief note about something you've just discovered. The easiest way to do this is to add a simple Note using the Notes field in the activity stream throughout Membrain.

Phone Calls

If you have ip telephony software (such as Skype) installed on your computer, you can make phone calls through Membrain by simply clicking on any phone number you have saved to a Company or Contact. Clicking on the Call button brings up a dialogue box where you can click to make the call then add notes about the conversation.

Email

Email is a crucial part of anybody's workday, and with integrations to Gmail, Office 365 and Exchange, prioritizing your sales and prospecting email has never been easier. Use templates and snippets throughout the process along with Sent Mail Insights to track engagement and help you in your sales efforts.

 

What is an Activity Type

Activity Types are what define the kind of activity you are carrying out. For example, that Phone call you just made, was it a cold call to a lead? Was it an exploratory call to a prospect in the pipeline? Or was it a monthly review with a current client? When you carry out an activity, you can select an activity type for it.  It can be very useful to track these different activity types and give teams and management the overview they need to track activity levels and adjust where needed.

As a company, you can create your own list of different Activity Types to suit your business, and even assign default activity types to those carried out at different stages in the process. Learn more about how you can Manage Activity Types