Employee Mobile App: Activities

The Kodaris Employee Mobile App includes an Activities feature that’s a part of the Kodaris CRM. It can be used to help track and organize your sales conversations, projects, initiatives, and more.

You can use Activities in any capacity that supports your team. Some of the ways the Activities features are used are to document sales calls, customer visits, a project’s next steps, or to-do items. It can act as a project management tool specifically for your CRM.

The Activities feature is easily accessible on the mobile app from a phone or tablet, and using it to help organize your sales activities can increase efficiency and improve team performance. Leveraging the Activities feature can empower your team to update your CRM while on the go, helping them organize and prioritize tasks in real time.

Capabilities of the Activities Feature

Using the app, you can create new Activities and manage existing ones. The main Activities screen is where you can view all Activities. It’s set up in an intuitive grid format, and similar to all other grids in the Kodaris system, you can search, filter, and sort the data. To further customize the Activities grid, you can also add or remove columns from your grid view, rearrange the columns, and save your grid filters for future use.

When clicking into an individual Activity, you can edit the Activity’s information, such as the title, the description, a project the activity is related to, the priority level of the Activity, the current status of the Activity, a desired due date, and more.

Under each Activity, you even have the ability to add an assignee per ticket. This could be used to assign ownership over specific tasks to ensure they are managed and properly completed.

You can also leave internal comments so that you can discuss the Activity with members of your team using a comments feed. The feed shows comments in real time and includes a timestamp that indicates when the comment was posted. This feature allows your team to provide asynchronous, documented updates about the tasks at hand.