Sales Activity

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.

Lead Sales Activity / Sales Activity Parameters

Parameter	Description	Role Access

Parameter	Description	Role Access
Sales Activity *	Select Sales Activity from the pre-defined list of activity types Email Meeting Other	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

* Mandatory Information

Lead Sales Activity

Lead Sales Activity as a type of Activity which can be added by Lead Owner for a specific Lead

Usually, the user can add following types of Lead Sales Activities

Email
Meeting
Other

The Sales Activity allows user to create planned event which is associated with a Lead and can be viewed in the Activities

Only Professional User or Manager User has access to generate Lead Sales Activities or Sales Activities

To create Lead Sales Activity

Login to LeadX web application or Mobile App using valid User Credentials
Go to My Pipeline
- On Web, click on My Pipeline present in the left Menu Panel
- On Mobile, Click on the My Pipeline button present at the bottom of the mobile
Select the desired Lead to update

The Update Popup or screen is displayed
To add new Event
- Scroll to the bottom of the popup or page
- Click on + sign present in the header of Planned Events box to open Create Event popup
- You can add event as
  - Lead Sales Activity
  - Lead Task
  - Note
- To add new Event
  - Click Lead Sales Activity button
  - Enter the necessary information and click Save

The Lead detailed screen is displayed with basic information about the lead
The screen displays three sections Planned Events, History and Notes to show existing events, history information and Notes information
To add new Event
- Click Add new sales activity button present under Planned events
- A New Sales Activity screen is displayed
- Enter the necessary information
- Enter Date and Time to plan the event
- click Save

Sales Activity

To create Sales Activity

Login to LeadX web application or Mobile App using valid User Credentials
Go to Activities
- On Web, click on Activities present in the left Menu Panel
- On Mobile, Click on the Activities button present at the bottom of the mobile
To Create Sales Activity

To add new Sales Activity
- Click on + sign present in the header of Sales Activities box to open Create New Sales Activity
- Select sales activity
  - Email
  - Meeting
  - Other
- Enter Company or Select Company
- On selection of existing Company
  - The Contact person box is enabled and you can select contact person
  - If there are any Leads present for the selected company then Lead Title box is enabled and you can select a Lead
- Select the date and time
- If Lead is selected in Lead Title then the Sales Activity is saved as Lead Sales Activity
- Enter the other information such as note and click Save

To add new Sales Activity
- Click on + Add new sales activity sign present in the Sales Activities section to open Create New Sales Activity
- Select sales activity
  - Email
  - Meeting
  - Other
- Enter Company or Select Company
- On selection of existing Company
  - The Contact person box is enabled and you can select contact person
  - If there are any Leads present for the selected company then Lead Title box is enabled and you can select a Lead
- Select the date and time
- If Lead is selected in Lead Title then the Sales Activity is saved as Lead Sales Activity
  - Enter the other information such as note and click Save