The Recent Activities module below the Queue in the Rep Dialer screen is your go-to tool for staying on top of your sales communications. With its centralized, user-friendly interface and focus on manual actions, it helps you maintain clarity, take timely follow-ups, and drive success in your sales efforts. Start using it today and see the difference it can make!
What is the Recent Activities module?
The Recent Activities module is a powerful tool designed to help sales representatives efficiently track their personal communication activities. By consolidating recent manual actions—such as phone calls, emails, and texts—into one place, this module ensures that sales reps have a clear view of their efforts without the distraction of system-generated communications.
Why use the Recent Activities module?
The module offers several key benefits to sales representatives:
- Simplified tracking: View all your recent calls, emails, and texts in one centralized location.
- Streamlined follow-up: Quickly identify opportunities for follow-ups based on your recent actions.
- Focused insights: Only manual actions are displayed, ensuring a clean and relevant activity log.
Key features
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Consolidated activity view
- The module combines phone calls, emails, and texts into a single feed.
- Filters allow you to view specific activity types (e.g., only calls or only emails) or a consolidated list of all activities.
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Detailed activity entries
- Each entry includes:
- Date and time of the activity
- Recipient information
- Message content (where applicable for texts and emails)
- A "Make Next Dial" button for quick action.
- Each entry includes:
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Navigation to lead details
- Click on the business name in any activity entry to navigate directly to the corresponding lead detail page.
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Enhanced user interface
- The module is easy to access from the dashboard where the previous "Recent Dials" module was located.
- It features a clean, intuitive design that prioritizes usability and responsiveness.
How to use the module effectively
- Filter activities: Use the filters to focus on specific communication types depending on your goals.
- Leverage quick actions: Take immediate action with features like the "Make Next Dial" button to keep your workflow moving efficiently.
What’s not included
The Recent Activities module does not display:
- System-generated communications, such as automated emails or texts.
FAQ
Q: Can I see past activities beyond a specific time frame?
A: The module shows a rolling list of your recent manual activities. For historical data beyond this scope, the Dashboard > Coaching view has columns for SMS, emails, and dials in a time frame that you choose.
Q: Are group emails or messages displayed?
A: Only emails and texts sent directly by you, as a sales representative, are shown in the module.
Q: What happens to my old "Recent Dials" data?
A: All phone call data has been integrated into the new "Recent Activities" module, so you can still track calls alongside emails and texts.