Activity Levels

The Activity Levels interface is a tool for the sales manager to ensure that his customer potential is utilized effectively. The idea behind the tool is to open a list based on the following principle:

For all companies where we have user assigned as Company Owner - show me a list in which I can see a count of all the "contact-creating" activities since a certain date.

Somewhat of a long sentence, but essentially the list will show you how actively your customers/prospects are being contacted by your staff. Customers without activities for a long time is alarming. Prospects without activities for a long time are hardly prospects.

In the example below we are having a look at all of our companies with an assigned owner and the for each we see the number of activities since 1-2-2008.Activities are  ONLY meetings or Phone Calls in this list. A sent letter is not considered a Contact-Cretaing activity.

You might be curious as to what the activities are about.. The activities can be inspected by a click on the "+" by the company name. Hereby you will open a local list of ALL the activities conducted with the company (not limited to contact creating and not limited to the period you chose initially)

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