Products

Make and receive calls with the best-in-class business phone solution.

Drive more sales in less time with state-of-art CRM solution.

Custom Activity Types

Custom Activity Types

Keep track all your sales activities with Sell CRM.

sell

Inperium Sell

Custom Activity Types

Supplement the built-in sales activities with any custom ones you need

Out of the box, Inperium Sell enables you to log all core sales activities, such as calls, tasks, meetings, and notes. But what if those aren't enough? Don’t worry — you can easily create custom activity types to track any other action important to your sales cycle!

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Easily tailor the Inperium Sell CRM to your business processes

Inperium Sell includes all the core sales activities, like tasks, calls, and events. And it also gives you the flexibility to create your own custom activity types that are important to your unique business. Need to record and track orders or payments? No problem! You can set up any custom activity you like in just a few clicks.

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View and use your custom activities just like the built-in activity types

The custom activity types you create in Inperium Sell are as flexible and powerful as the built-in activities. For example, you can filter a list of activities using a custom activity type, either alone or in conjunction with built-in types and other custom activities, and quickly see only what you're interested in.

And even more about custom activity types

Automatic activity logging

Automatic activity logging

Save time while ensuring complete and accurate records with automatic logging of all emails and calls.

Activity timeline

Activity timeline

Quickly review and search through the entire history of communications with any customer.

Activity Overview

Activity Overview

Stay on top of what your team is doing with a summary of all their calls, events, deals, and other activities.

Omni-channel message center

Omni-channel message center

Manage all your communication from a single place instead of having to juggle different platforms.

documentation

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FAQ about custom activity types in Sell CRM

What are custom activities in Inperium Sell?

An activity is a reminder or record of business communication. Inperium Sell includes the following activities out of the box: calls, tasks, meetings, and notes. Each activity can be tied to a specific Inperium user, contact, company, or deal.

What are custom activity types?

You can tailor the Inperium Sell CRM to match your business processes by creating any custom activities you like. You can then view and filter on those custom activities just as you can with the built-in CRM activity types.

Where can I find and track my team’s activities?

The activities that are bound to a certain company, contact, or deal appear in their respective activity timelines. You can also get a comprehensive view of all of your team’s activities on the Activity Overview page.

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