Activity Settings

The Activity Settings in Smackdab give you the power to configure and customize how every interaction - like calls, meetings, and follow-ups - is categorized and tracked. Think of it as your central hub for creating a clear and consistent process for your entire team.

By customizing these settings, you get a crystal-clear view of all your team's activities, improve the accuracy of your reporting, and ensure everyone follows the same streamlined workflow. This keeps your team organized, efficient, and perfectly aligned!

Activity Module Settings Overview

1. Activity Type: Categories of activities that sales reps perform.

   1. Helps in classifying and reporting different kinds of customer interactions.

   2. Examples: Call, Email, Meeting, Demo, Follow-up.

2. Activities Result: The outcome or result of an activity.

   1. Allows tracking of activity effectiveness and next steps.

   2. Examples: Connected, Not Connected, Interested, Not Interested, Rescheduled, No Show.

   3. Helps in forecasting and follow-up planning based on past outcomes.

3. Tags: Custom labels are assigned to activities for better organization and filtering.

   1. Helps categorize activities by themes, campaigns, product lines, or urgency.

   2. Examples: Urgent, High Priority, Product A, Campaign 2025, Referral.

   3. Use tags for segmenting activities.

4. Parent Activity: A primary or original activity that other related (child) activities are linked to.

   1. Maintains context and continuity of customer interactions across multiple steps.

   2. Examples: A demo (parent activity) may lead to a follow-up call (child activity).

   3. Useful for tracking progress across a sales journey and avoiding redundant communication.