MidiCRM provides a comprehensive way to manage all your business activities, ensuring that tasks, meetings, and follow-ups are organized and tracked effectively. This tutorial will guide you through the process of using activities in MidiCRM to streamline your workflow and enhance productivity.
Activities in MidiCRM refer to tasks, meetings, calls, and other items that need to be completed as part of your business processes. They help you and your team stay on top of responsibilities and ensure that nothing falls through the cracks.
Task Management: Create tasks for yourself or assign them to team members. Set due dates, priorities, and descriptions to ensure clarity.
Reminders: Set reminders for follow-ups on important tasks, meetings, or calls to ensure timely actions.
Recurring Activities: Periodically repeating activities like yearly contract renewals, weekly maintenance visits or monthly customer nurture calls can be automatically scheduled with MidiCRM.
Checklists: You can also add checklists to your activities to help the assignee remember the essential steps to complete that activity.
While creating or editing an activity, you will describe what the activity is (e.g: Send samples to the customer), who is responsible for it, and the deadline for completing it. You can also attach files, documents or images, add location information by marking it on a map, and add a checklist of important steps to complete.
There are three easy ways to create an activity:
From a Note: Most activities are triggered by a customer interaction recorded in a note. If that is the case, you can easily create a new activity by clicking the Add Activity link under that note and filling in a form. Creating an activity this way will automatically link that note with the new activity. Watch the video above to see how this is done.
In The Activities Page: Alternatively, you can go to the Activities page from the top menu and create a new activity there by following these steps:
In The Activities Tab of a Contact or Company: You can also click on the name of a contact or company to view it, then click the Activities tab in that window and create a new activity there. Activities created this way will automatically be linked to that contact or company.
In MidiCRM Plus, you can create recurring activities. To create a recurring activity, set the frequency field next to the due date (e.g., Every three months). When this activity is marked as completed, MidiCRM will automatically create an identical activity and set the new due date as specified. You can then make any required changes in the activity by editing it. When you no longer want this activity to recur upon completion, simply set the frequency field to Do not repeat.
Once an activity is finished, mark it as complete by clicking the checkbox next to it or moving the completion slider to 100%.
You can always view your uncompleted activities by clicking the “My open activities” tab on the left sidebar of the Activities page.
In addition, you can also ask MidiCRM to send you a reminder email at a specific time. To do this,click on the activity name to open the Activity info form, then click the bell icon and set the time you want to receive the reminder email.
You can add notes to provide additional context or updates on an activity. To add a note, click on the activity name in the Activities page or its link under a note. This will open the activity information form. Click the Add Note button there to open a new note popup. When you save your note, it will be linked to the activity.
Enhanced Organization: Keep track of all tasks, meetings, and calls in one place.
Improved Collaboration: Assign activities to team members and share updates easily.
Increased Accountability: Monitor the progress of activities and ensure timely completion.
Better Time Management: Set reminders and due dates to stay on top of important tasks.
Streamlined Processes: Integrate activities with the news feed, customers and contacts for comprehensive management.
By effectively using activities in MidiCRM, you can improve your workflow, enhance team collaboration, and ensure that all business processes are managed efficiently. Start leveraging the power of activities today to boost productivity and achieve your business goals.