Activities & collaboration

Activities are the central work tool in Salesware. Notes, tasks, visit reports or entire processes such as a complaint are recorded here – together with the customers, documents and files they relate to.

Basics

• What are activities? – what you use activities for and how an activity is structured
• Collection, structure or notice – which fits when?
• Activity types at a glance
• The Home area – your starting point after logging in
• The status field

Working with activities

• Create a quick note
• Create an activity
• Edit an activity
• Link data to an activity

Collaboration

• Add and remove participants
• Comment and discuss
• Slash-Commands and mentions

Practical examples

• Handling complaints with a notice – from the setup by the administrator to processing in customer service