Capturing interactions with prospects and customers

Sales representatives use activities and tasks as they interact with prospects and customers to nurture leads and opportunities in an effort to win sales.

Noah Smith, a sales representative, just got back from a meeting with Bicycles Unlimited, Inc. The company requested technical specifications for the Ultra 265 Surveillance KIT they are interested in purchasing.

Noah is back in the office and wants to capture the meeting with Bicycles Unlimited, Inc. Customer interactions are captured by creating activities. First, you need to find the sales entity for which you want to create an activity. In this case, it is an opportunity, so you open the Opportunities page.

Select the type of opportunity that you want to update. To quickly find the opportunity, filter on the company name. Open the opportunity to add an activity.

On the opportunity page, in the header of the summary panel, click Actions > Add activity.

Fill out the form with the meeting details and the outcome. Click Submit to add the customer interaction to the opportunity.

The activity is added to the opportunity as a Pulse message. It can also be accessed on the Activities and Tasks tab of the summary panel.

Next, Noah wants to follow up on the technical specifications that the company requested. To-dos that the sales team needs to follow up on are captured by creating tasks. Click Actions > Add task.

Fill out the form with the task details. You have the option to receive a reminder prior to the due date. Click Submit to add the task to the opportunity. The task is added to the Bicycles Unlimited, Inc. opportunity and can be accessed in the Activities and Tasks tab of the summary panel.

Noah has now captured the customer interaction and added a follow up task.