Activity Detail Page

Managing activities has never been easier! With the Activity Detail Page in Smackdab.ai, you have everything you need in one place to track, update, and complete tasks seamlessly.

Let’s explore how you can make the most of the Activity Detail Page!

---

Overview of Activity Detail Page

To open the Activity Detail Page, simply click on the activity name or the blinking eye icon.

At the top of the page, you’ll find essential activity details, including:

✔ Activity Name
✔ Tags

✔ Associated Deal

✔ Associated Contact

✔ Associated Company

Marking an Activity as Done

Once an activity is completed, you can Mark it as Done to keep your records updated.

• Simply click the Mark as Done button to indicate that the task is completed.

• The activity will be archived under completed tasks for future reference.

Reopening an Activity

Need to revisit a completed task? You can Reopen an activity anytime.

• Click on Reopen to move the activity back to an active state.

• Make necessary updates and save the changes.

Starting an Activity

For meetings and calls, you can Start the Activity directly from the page.

• Click the Start button to begin the activity instantly.

• If it’s a video call, the system will launch the integrated meeting link.

Quick Actions – Everything at Your Fingertips

Smackdab.ai is all about saving time and reducing extra clicks. That’s why the Activity Detail Page comes with a Quick Action Toolbar, allowing you to:

✔ Send emails
✔ Make calls
✔ Add notes
✔ Upload documents
✔ Create activities

Best part? It’s fully customizable! Add, remove, or modify tools to match your workflow and maximize efficiency.

Check [How to customize your Quick Action ToolBar]

Activity Information

The Activity Information section gives you a quick snapshot of all essential details in one place—no extra clicks needed! Instantly view key company data, including:

Need to update any details? No problem! Simply click on what you want to update, make the necessary changes, and save—keeping company information accurate and up to date in just one click!

Want to tailor activities to fit your workflow?

Smackdab.ai lets you add Activity Type and Activity Result to match your unique business processes.

For step-by-step instructions, check out:
📌 How to Create, Edit & Delete an Activity Type?
📌 How to Create, Edit & Delete an Activity Result?

🔗 Ready to customize and optimize your workflow? Check out [How to Customize Your Record Detail Page] for more!

Collaborator

A Collaborator is a team member who shares responsibility for an activity. Collaborators can view, edit, and track the activity, ensuring seamless coordination.

✔ Why Add Collaborators?

• Helps in task delegation and teamwork.

• Allows multiple users to stay informed about activity progress.

• Ensures accountability by providing shared access to details.

✔ How to Add or Update a Collaborator?

• Click on the Collaborator field.

• Search and select your team member’s name from the dropdown list.

• Click Save to assign them as a collaborator.

Want to add a new team member as a collaborator? First, ensure they are added to your organization.

Check [How to Add Team Members or Users in Your Organization].

Guests

Guests are external participants who are invited to an activity, such as clients, vendors, or stakeholders. They can attend meetings or calls but do not have editing access within Smackdab.ai.

✔ Why Add Guests?

• Keeps external stakeholders in the loop.

• Ensures meeting participants receive invitations and reminders.

• Helps maintain a clear record of all involved parties.

✔ How to Add a Guest?

• Click on the Guest field.

• Enter the guest’s name and email address.

• Click Save, and an invitation will be sent (if applicable).

Guests will receive meeting details, including the date, time, and video call link, making participation easy and organized.

Smackdab.ai makes it effortless to keep track of tasks and meetings:

Followers of an Activity

At the bottom of the page, you can see a list of users following the activity. These followers will receive updates on any changes, comments, or progress related to the activity.

✔ Who Can Follow an Activity?

• Users assigned to the activity.

• Collaborators who are part of the task.

• Other team members who manually choose to follow it.

✔ How to Follow or Unfollow an Activity?

• Click the Follow button to start receiving notifications.

• Click Unfollow to stop updates at any time.

The Activity Detail Page in Smackdab.ai ensures you stay productive and organized, making activity management seamless and efficient.

Stay on top of your schedule with Smackdab.ai, and let your CRM handle the rest!