Activity Management

Help Reps Work More Productively and Collaboratively

Coordinating customer-facing activities and events is a critical part of closing business and managing customer relationships. Salesforce's activity management capabilities help keep your reps organized and working together so your customers receive the attention they need.

Activity Tracking and Collaboration

You can track tasks and activities, schedule joint meetings, assign tasks to other users, and set up activity templates for frequently or automatically assigned tasks.

Calendaring

Schedule and set reminders for appointments and other activities for yourself and other users. Publish calendars for shared resources and company and team activities.

Activity History

Maintain a historical record of all activities (complete and pending) related to an account, contact, or opportunity.


Team Management

Create a team for each account or opportunity as well as default sales teams by rep.

Team Roles

Identify a role for each team member (executive sponsor, product specialist, and so on). Define a different security level for each member to provide access to the appropriate information.

Real-Time Alerts

Set custom alerts and rules (big deal alerts, at-risk deals, and so on) to automatically notify individuals of critical business events.