Using Activity View to Drive Sales Follow-Ups
In the CRM workflow of Pronnel, the Item Activity feature becomes your digital trail of customer interaction. Here, instead of just “items,” the term Customer is used to make sales tracking intuitive and relevant for your pipeline.
Timeline Format with Sales Context
All changes made to a customer's record—such as stage updates, lead owner changes, or communication logs—are recorded in chronological order. This timeline format gives sales managers and team members clear visibility into how a lead is progressing through the funnel.
Future Engagements at the Top
Future activities like scheduled meetings, call logs, and demo sessions appear at the top of the activity list. This future-first display helps ensure upcoming touchpoints are never missed and your team stays on track.
Create Customer-Centric Activities
Sales teams can manually log or schedule various activities to maintain thorough customer records and plan follow-ups effectively:
Calls
Log your customer conversations—track the purpose, outcome, and next steps from every sales call.
Tasks
Create actionable items for follow-ups, proposal submissions, or internal coordination related to a lead.
Meetings
Schedule important client-facing interactions such as demos, onboarding calls, or contract negotiations.
Messages
Record internal notes or share updates within your sales team to ensure alignment across touchpoints.
Custom Activities
Capture additional events like field visits, trial extensions, or client training sessions—fully customizable to your workflow.
CRM Value
From lead qualification to deal closure, Pronnel's activity tracking helps:
- Sales reps maintain detailed context for every customer.
- Managers monitor team performance and follow-up consistency.
- Leadership evaluate pipeline health and forecast more accurately.
FAQs
What is the Customer Activity feature in Pronnel?
It’s a timeline log that records every interaction and update related to a customer in the CRM pipeline, helping track progress and maintain complete context.
How is “Customer” different from “Item” in this view?
In the sales workflow, “Item” is replaced by “Customer” to reflect real-world sales processes and make the CRM interface more intuitive for sales teams.
What types of activities can I create in the CRM view?
You can create Calls, Tasks, Meetings, Messages, and Custom Activities tailored to your sales process, such as demos, follow-ups, or client visits.
Are future meetings or call logs shown differently?
Yes, scheduled future engagements like meetings and call logs appear at the top of the activity list to keep your team proactive.
Can I log a call that already happened?
Absolutely. You can manually add call logs with details such as time, outcome, and participants to maintain a full interaction record.
Can I tag teammates when adding notes or messages?
Yes, using “@” mentions, you can tag users to keep relevant stakeholders informed about specific customer updates or needs.
Is this log visible to the entire team?
Any team member who has access to the customer record will see the activity log, maintaining transparency and collaboration.
Can I attach files to my activity log entries?
Yes, you can attach documents, screenshots, or recordings to provide context and backup for each activity entry.
Are these activity logs editable?
Manually created activities like messages or custom logs can be edited (based on permissions), while system logs are read-only.
Can I export the customer activity history?
Currently, exporting is not available, but it’s part of the future product roadmap to support reporting and documentation needs.