Sales CRM - CRM Admin
Setup data for salespeople and activity types
Add Salesperson
Salespeople
| Name | Phone | Active | Actions | |
|---|---|---|---|---|
| Salesperson | - | - | Active | Edit Activate/Deactivate |
| Andrew Weber | arw400@yahoo.com | 7328040609 | Active | Edit Activate/Deactivate |
Add Activity Type
Activity Types
| Sort | Activity Type | Color | Icon | Active | Actions |
|---|---|---|---|---|---|
| 10 | Visit | primary | Active | Edit Activate/Deactivate | |
| 20 | Phone Call | info | Active | Edit Activate/Deactivate | |
| 30 | secondary | Active | Edit Activate/Deactivate | ||
| 40 | Text Message | secondary | Active | Edit Activate/Deactivate | |
| 50 | Sample Drop-Off | success | Active | Edit Activate/Deactivate | |
| 60 | Product Demo | primary | Active | Edit Activate/Deactivate | |
| 70 | Quote Sent | warning | Active | Edit Activate/Deactivate | |
| 80 | Follow-Up | info | Active | Edit Activate/Deactivate | |
| 90 | No Answer | danger | Active | Edit Activate/Deactivate | |
| 100 | Left Voicemail | warning | Active | Edit Activate/Deactivate | |
| 110 | Complaint / Issue | danger | Active | Edit Activate/Deactivate | |
| 120 | General Note | secondary | Active | Edit Activate/Deactivate |