Activities Management

Purpose:  The purpose of this document is document activity creation and usage across all objects of CRM. It will help in centralized tracking of client interactions, task and workflow management, improving customer relationship, collaboration and increasing efficiency and accountability.

Step 1 : Create an Activity Template

Activity can be associate any custom object in the platform, but before you can associate an activity to any object we need to create the activity type. 

1. Activity templates ensure standardization and consistency.
2. Time savings, it will allow users to save time when creating an activity.
3. Improved accountability in the platform.

Attention:  Click on Platform and the select Activities to create an activity template

Step 2 : Activity Template - Activity Settings and Build Settings

Activity Templates consist of 4 parts. The first two of them are a) Activity Settings and b) Build. 

1. In Activity Settings, you will define
   1. Default Submission Action
   2. Which objects to include for the template
   3. Notification methods
2. In Build you will define the fields to be included in the template.

Attention:  It is very important to define the fields since that will drive accountability when an user will actually create the activity.

Step 3 : Activity Template - Team Sharing Settings and Advanced Rule 

The last two parts of the Activity templates are a) Team Sharing settings and b) Advanced Rules. 

1. In Team Sharing Settings, you will define accessibility of the template. Accessibility is categorized into two parts.
   1. Roles Based
   2. Team Member Based
2. Both the settings will allow the user to have full access to the template or ability to log, edit or delete an activity.
3. Advanced Rules are further defined to identify when should the activity be created and what fields to include.

Attention:  Visibility of activity template is an important part of engaging the right audience in activity creation and rules will define at what point of time the inclusion and exclusion of additional details are important.

Step 4 : Create an Activity Record

As an example in order to finish up a new enrollment process it is very important to have a follow-up task with a contact to ensure if there are any additional information is required once a new enrollment record is created. 

Step 5 : Timeline

When an activity record is created, it will appear in the "Timeline" web property. 

1. Timeline is an important time series of sequences which shows a linear progression of activities
2. Due Date - This is an important data point where the Assignee will receive an email with the record link of the activity in the email.
3. The Activities also shows up in Activities Dashboard.