Activities | Online Help - Zoho CRM

Sales Activities - An Overview

  1. Activities module is split up into Tasks, Calls and Meetings modules. This change will reflect for users who signed up after September 6, 2021.
  2. Existing users will have both the Activities module and the individual Tasks, Calls and Meetings modules to ease the transition.
  3. Activities module will be discontinued for existing users after giving them enough time for the transition and only Tasks, Calls and Meetings modules will be available.
The Tasks, Calls and Meetings modules in Zoho CRM are useful in giving complete perspective of the respective sales activities that are performed for a prospect. Within the prospect's record one can find the follow-up calls, meetings, email conversations, etc. 
Jonah is a travel agent in a tours and travel company. The company receives enquiries on their website, a travel agent contacts each enquiry to gather more details, he emails the customer the packages that are available and finally sets up a meeting with them to discuss the final package and itinerary. He repeats these activities for every client and sometimes finds it challenging to remember whom to call or send an email. Also he has to refer to the calls, emails and details of other activities when he has a discussion with the client or his seniors. 
He can maintain all this information in a common place from where he can quickly refer to all the activities that were performed on the client. 
Jonah's manager, on the other hand, can use these modules to get a complete overview of the sales activities carried out by his team. He can generate reports for each activity to understand parameters like the time taken to close tasks, open activities, overdue activities, etc.
Each activity involves tracking information like date, time, notes and other parameters. You can record these details in the following modules in CRM.
Events is renamed as Meetings

Tasks  

Task refers to a specific piece of work required to be done within a given time frame. In Zoho CRM, you can create recurring tasks and set reminders to your tasks.

Meetings  

Meetings refer to an activity that happens at a given place and time. In Zoho CRM, you can create recurring meetings, set reminders, and add invitees to the meeting.

Calls  

Keep track of the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) in Zoho CRM

In addition to viewing tasks, meetings, and calls as individual records, CRM associates each activity with the respective record as related lists. Supplementary information like a record's schedule is a value-add for sales reps on the road. Click here to learn more about related lists in Zoho CRM.

Within each record, the upcoming activities are displayed as open activities and the completed ones as closed activities. To gain a perspective about their schedule, you can also toggle between three activity views in a related list: column view, chronological view, and tab view



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • FAQs: Activities

                                                                                                    1. Where can I view the closed sales activities like tasks, calls, and meetings associated with a record? The Closed Activities related list displays all the closed activities like tasks, calls, and meetings related to a record. You can customize the ...
                                                                                                  • Using CRM View for Activities

                                                                                                    For any sales person, a typical day at work is loaded with tasks. It could be the field work to visit a prospect for a demo, or the task to call up a prospect to discuss a deal, or to follow-up with customers after their visits to your website. There ...
                                                                                                  • FAQs: Tasks Module

                                                                                                    Can I create tasks and meetings in Zoho CRM? In Zoho CRM, you can create and associate business tasks, meetings, and log calls in the corresponding Tasks, Meetings and Calls module. Each activity has key information such as the date, time, priority ...
                                                                                                  • Logging Calls

                                                                                                    Activities module is split up into Tasks, Calls and Meetings modules. This change will reflect for users who signed up after September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls and Meetings modules ...
                                                                                                  • Working with Tasks

                                                                                                    Activities module is split up into Tasks, Calls and Meetings modules. This change will reflect for users who signed up after September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls and Meetings modules ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources