Sales activities and tasks

A sale begins with a lead. Leads are nurtured through customer interactions. If the locally determined criteria are met for a lead, the sales representative converts the lead to an opportunity. Sales representatives then continue to nurture the opportunity through customer interaction in an effort to win the sale.

Sales representatives create activities to capture details and outcomes of prospective customer interactions, such as phone calls and emails. Tasks are used to track to-do items, such as a reminder to send pricing information.

An activity is any meaningful communication between a sales representative and a contact that is designed to drive a sale or develop a professional relationship. An activity is related to, and can be created from, any one of the following entities:

• Account
• Contact
• Lead
• Opportunity
• Organization

Activities used to capture interactions with customers include:

• Chat
• Co-browse
• Emails
• In person
• Live meetings
• Phone

Tasks are to-do items for the sales team. Tasks have a purpose, an outcome, and an interaction date, and can have follow-up tasks. Examples of tasks include a client visit, customer communication, or other supporting activities.