CRM Activities:

With CRM Activities, schedule events and meetings with clients directly from the system. Set meeting
Date and Time, Location, and other relevant information. One can also request help from a particular team member (i.e., other system users).

+Add Activity:

Press the +Activity button to add new Activity. You can also create new groups or import data from MS Excel or Google sheet. Similarly start inserting data directly from +Add new item row.

Delete an Account:


Simply select an Account by pressing the check box on the left of the “Name” – an option bar will appear in the bottom center of the page. Press “Delete” to delete the Account or choose another option as per requirement.

Search and Filters:

  • Search: Type in the search box and search for anything within the Activities boards.
  • Person: Quick person filter allows users to filter Activity person-wise.
  • Filter: The Activity page has advanced filter options; you can filter data by a dedicated work stage filter or by the normal filter.
  • Sort: The Activity page has multiple sort options; you can sort by a dedicated work stage sort or by normal sort.
  • Hide: Hide or Un Hide the unwanted columns by simply selecting or deselecting the columns.

Activity Columns & their Meanings:

Owner: Is the one who created the opportunity and is responsible for it.
Attach the lead to the Activity.
Start Time: Set meeting start time.
End Time: Set meeting end time.
Description: Add meeting description/agenda.
Notes: Record minutes of the meeting on the go, directly in the Activity board.
Activity Type: Select the activity type, whether it’s a Meeting, Lunch, or else.
Owner Status: Set owner status, whether he is available or not.
Deal, Lead, or Project: Name of Deal, Lead, or Project.
Guests: The person of contact or account.
Location: Set meeting location with google maps.
Video Call: Do online meetings through Zoom, Google, and Microsoft meetings.
People: Add your team members to the meeting.
Organization: Insert Name of the organization associated with Lead or Opportunity.
+New: Add new columns from SalesTitan Column Center. 

For further questions, please visit our Knowledge Center.  To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left.  If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.