LeadX Platform provides user a feature to add a Sales Activity or a Lead Sales Activity. The basic difference between Sales Activity and Lead Sales Activity is that Lead Sales Activity is always associated with a Lead, however, Sales Activity can be associated with a Lead or not.
...
Parameter | Description | Role Access |
|---|---|---|
Sales Activity * | Select Sales Activity from the pre-defined list of activity types
| Professional / Manager |
Company * | Select Company from the list of companies displayed in the dropdown | Professional / Manager |
Contact Person | Selecte contact person from the list of contact persons present for the selected Company | Professional / Manager |
Date * | Enter the date of Event / Activity | Professional / Manager |
Time * | Enter time of Event / Activity | Professional / Manager |
Lead Title | Select Lead present in the Lead Title drop down, if present | Professional / Manager |
Notes | Additional information about the Sales Activity | Professional / Manager |
| Info |
|---|
* Mandatory Information |
Lead Sales Activity
Lead Sales Activity as a type of Activity which can be added by Lead Owner for a specific Lead
...