Activities
Activities is a log of the calls, visits and follow-ups you make against leads and deals, so everyone can see what was said and what happens next.
Why and when you use it
A deal is usually won after several calls and visits. If those conversations live only in one salesman's memory, the next person starts from zero. Logging them here gives the owner a clear view of who is being followed up, and reminds salesmen of the calls they promised to make.
Before you start
- Create the lead first (Leads)
- Have the lead or deal open in Pipeline if you are following a deal
Step by step
- Open ActivitiesIn the left sidebar, under Stockivio ERP, open Activities. You see the activities already logged.
- Add an activityStart a new activity and choose the lead or deal it belongs to.
- Say what kind of contact it wasRecord whether it was a call, a visit or a follow-up, and the date it happened.
- Write what was agreedNote the outcome in a sentence or two: prices discussed, samples left, objections raised.
- Set the next follow-upAdd the date of the next step. This is what keeps the lead moving.
- Review your activities dailyEach morning, look at the follow-ups due today and plan your calls around them.
Worked example
On 14 Nov 2026 Imran calls Shree Balaji General Store, the lead he met on the Sanganer route. Mr Agarwal asks for a rate list and says he will decide after seeing it.
- Imran opens Activities and adds a new activity against the Shree Balaji General Store lead.
- Type: call; date: 14 Nov 2026.
- Outcome: 'Shared rate list on WhatsApp. Tea 250 g quoted at ₹118 a pack. Asked for 15 days credit.'
- Next follow-up: visit on 18 Nov 2026 with samples.
Result: The lead's history now shows two activities: the first visit and this call. The owner can see that a visit with samples is planned for 18 Nov.
💡 Tips
- Log the activity straight after the call, not at the end of the week.
- Write facts that the next person can act on, such as the rate quoted, not just 'spoke to owner'.
- Use the follow-up date even for 'not interested now' leads, for example a call in three months.
⚠️ Common mistakes
- Logging activities without a lead or deal attached. They cannot be found later from the lead's history. Always pick the lead or deal first.
- Skipping the next follow-up date, so the lead is forgotten.
Questions
Should I log every small call?
Log any contact where something was said or agreed. A missed call with no answer can be skipped, or logged with a new follow-up date.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Activities and show the log.
- Scene 2: Add a call against the Shree Balaji General Store lead.
- Scene 3: Type the outcome with the rate quoted.
- Scene 4: Set the next follow-up for 18 Nov 2026 and save.
- Scene 5: Show the lead's history with both activities.