Activities and calendar
On this page
Activities are the next steps on a deal or a customer: call back on Tuesday, send the price list, meet at the showroom. Every deal should have one planned. Deals without a next step are the ones that go quiet.
Kinds of activity#
| Kind | Use it for |
|---|---|
| Task | Anything to do, such as preparing a sample or checking stock. |
| Call | A phone call to make or one you just made, with the outcome. |
| Meeting | A visit, a showroom appointment or a video call. |
| An email started from the deal. It is logged here by itself. | |
| A WhatsApp chat opened from the deal. It is logged here by itself. |
Plan an activity#
- Open a deal and click Log activity. Click an activity in My day or the Calendar to change it.
- Pick the Type, write a Subject and pick the Due date and time. Add Notes if you need them.
- Choose the Owner, the person it is for. It defaults to you.
- Click Save activity.
To record something that already happened, tick Done and write the Outcome.
My day#
CRMMy day lists your activities in three groups: Overdue, Today and Upcoming. Tick the box to mark one done.
Below them, Act today lists deals that need you: Stale deals and Hot deals with no next step.
Calendar#
CRMCalendar shows activities by week or month. Use Go to date to jump to any day. Drag an activity to another day to reschedule it.
Reminders#
You get a reminder in the bell, and on your iPhone if you use the Kartlo app, when:
- a deal is given to you;
- one of your activities is due or overdue;
- a lead form brings in a deal for you;
- an automation asks to notify you.
Call, WhatsApp and email#
The Call button opens your phone dialer. The WhatsApp button opens a chat with the customer with a short message ready to edit. Email opens a new message in your own email app, addressed to the customer with the deal title as the subject. To have AI write the email for you, use Write email on the deal.