Activity Overview

This comprehensive guide explains the Activities feature in Thriwin CRM, designed for users looking to effectively manage and track their interactions.

Understanding Activity Types

• Thriwin CRM offers four primary activity types:
  • Field Visits: Direct meetings with participants
  • Calls: Instant or scheduled communication with a single participant
  • Meetings: Instant or scheduled discussions with multiple participants
  • Emails: Communication method (details to be elaborated)

Accessing Activity Forms

• Users can open activity forms through multiple sources in the Thriwin portal:
  1. Toolbar '+' Iconsome text
     • Click the '+' icon
     • Select 'Activities' dropdown
     • Choose from Field Visit, Call, Meeting, Email
  2. Entity Details Pagessome text
     • Navigate to Company, Lead, Deal, or Marketing Contact pages
     • Click corresponding activity icons
     • Note: Participant details are often pre-filled
  3. Admin Settingssome text
     • Open activity form directly from admin settings
     • No pre-filled information
  4. Secondary Contact Numberssome text
     • Click secondary numbers in entity details
     • Call form opens with pre-filled data
  5. Timelinesome text
     • Click 'Complete Task' for scheduled tasks
     • Corresponding task form opens

Scheduling and Completing Activities

• Activities in Thriwin CRM can be:some text
  • Scheduled for future dates
  • Completed instantly
  • Reflected in the timeline on corresponding scheduled dates

Common Issues and Troubleshooting

• Issue 1: Unable to find activity form
  • Solution: Check toolbar, entity pages, or admin settings
• Issue 2: Pre-filled information incorrects
  • Solution: Manually edit participant details before submitting

FAQs

• Question 1: Can I schedule activities for multiple participants?some text
  • Answer: Yes, Field Visits and Meetings support multiple participants. Calls are limited to one participant.
• Question 2: How are scheduled activities tracked?some text
  • Answer: Scheduled activities appear in the timeline on their respective dates.

Need More Help?

• Contact Support: Reach out to Thriwin CRM support team for additional assistance with activity management.

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