Q. How should you track activities in Salesforce?
The key to setting up any new workflow in a high volume sales environment is speed of data entry. Rather than creating a dropdown box with the phone call types, use the task subject line with defined activity codes for quick data entry.
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Use activity codes in the "Subject" field for faster data entry
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This way, a rep can quickly type in the status message and hit enter, without needing to point and click with the mouse. These small speed improvements go a long way to improving the overall efficiency of your sales reps.
As an example, here are the activity codes that my team uses to record different phone interactions.
As an example, here are the activity codes that my team uses to record different phone interactions.
Activity Code Cheat Sheet
LVM
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Leave voicemail
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LM
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Leave message [with coworker]
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RVM
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Receive voicemail
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RM
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Receive message
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C-NM
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Called, did not leave messae
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Call
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Call, conversation
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QC
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Quick call
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