Commercial Activity Manual

The Commercial Activity module centralizes everything your sales reps do with customers. Every call, quote, invoice, delivery note, order, purchase order, cold media or meeting / visit automatically flows into a per-customer timeline. At the same time, you plan upcoming field tasks on a calendar and track their stage and their rating.

Left-hand side menu: Commercial Activity (clock icon). The submenu gives access to Customer Activity, Planning and the phone screens.

The Customer Activity screen displays, as a vertical timeline, all of a customer's interactions sorted by date. Each card is color-coded and iconed according to the activity type. The Search button lets you filter by customer, type and period.

The 8 activity types tracked

The Customer Activity Planning screen is a calendar (Day / Week / Month view) where every appointment is a drag-and-droppable event. You filter by responsible (sales rep), create a task with one click on a time slot, and simply move it to reschedule.

Every planned activity carries a stage (progress within the sales cycle), an objective (entered when the meeting / visit is created) and a rating score out of 3 stars that measures the quality of the contact. These three elements drive the tracking of sales objectives by customer and by sales rep.

Statuses of a planned activity

Two list screens, identical in how they're used: Phone Calls (the log of calls made / received) and Phone Reminders (reminders to make). Each call is classified by type, reason, customer, responsible and date.

A commercial activity always follows the same cycle: it is planned, carried out (visit or call), a report is written, then follow-up is ensured (callback, quote, rescheduling).

flowchart LR
  P([Plan]):::s --> R{Activity
completed?}:::p
  R -->|Yes| V[Visit / Call]:::ok
  V --> C[Report
+ score ★]:::p
  C --> S([Follow-up: quote / callback]):::ok
  S -.->|new visit| P
  R -->|Rescheduled| N([New date
+ stage]):::w
  N -.-> P
  R -->|Canceled| K([Cancellation reason]):::ko
  classDef p fill:#EEF0FF,stroke:#6C5DD3,color:#3a2b80;
  classDef s fill:#F5F3FF,stroke:#7366FE,color:#5B21B6;
  classDef ok fill:#D1FAE5,stroke:#10B981,color:#065F46;
  classDef w fill:#FEF3C7,stroke:#F59E0B,color:#92400E;
  classDef ko fill:#FEE2E2,stroke:#EF4444,color:#991B1B;

Indicative matrix — depends on the privileges (create / delete) defined on your company's profiles.