Activity Management – Feature Guide

LeadFlow Pro Activity Management.

Activity Management gives your sales team a structured way to record every customer touchpoint — calls, emails, meetings, demos, and visits. By logging activities against leads and deals, managers get full visibility into team effort and reps never miss a follow-up.

• For deal tracking, see Opportunity Management Feature Guide.
• For task reminders, see Task Management Feature Guide.

1. Activity Types

LeadFlow Pro supports six standard activity types. Your admin can also create custom activity types to match your business process.

• Phone Call – Log inbound and outbound calls. Record duration, outcome (Connected / Not Connected / Left Voicemail), and notes.
• Email – Track individual emails sent from within LeadFlow Pro or synced from Gmail/Outlook.
• Meeting – Schedule and log in-person or virtual meetings. Linked to your calendar for reminders.
• Demo – Record product demonstrations with outcome notes and a follow-up task.
• Site Visit – For field agents — log an on-site customer visit with GPS check-in data.
• Note – Add any freeform note to a lead or deal's timeline without a specific activity type.

2. Logging an Activity

Activities can be logged from multiple places in the platform. All logged activities appear in the lead or deal's timeline.

• From the Lead/Deal Record – Open any lead or deal record. Click '+ Log Activity' in the timeline. Select the activity type, fill in details, and save.
• From the Activity Module – Go to Sales > Activities > Log Activity. Choose the associated lead or deal from a search dropdown.
• From the Mobile App – Tap the '+' button on the lead screen. Log calls, meetings, or notes while in the field.
• Auto-logged Activities – Emails sent from LeadFlow Pro and calls made via the built-in dialer are automatically logged without manual entry.

3. Activity Reminders & Follow-ups

When logging an activity, you can immediately schedule a follow-up. This creates a task linked to the same lead or deal with a due date and reminder.

You can also configure automation rules to create follow-up tasks automatically after certain activity outcomes.

• Schedule Follow-up – At the bottom of the log activity form, check 'Schedule Follow-up' and set the date, time, and type of next action.
• Auto Follow-up Rules – In Settings > Automation, configure a rule: 'If call outcome = Not Connected → create a follow-up call task for tomorrow'.
• Overdue Alerts – Managers receive daily summaries of overdue activities for their team. Reps see overdue items highlighted in red in their task list.

4. Activity Reports

Use activity reports to measure team effort, identify coaching opportunities, and understand the relationship between activity volume and revenue outcomes.

• Activity Summary Report – Total activities by type, broken down by rep and date range.
• Activity-to-Conversion Rate – How many activities (calls, meetings) are needed on average to close a deal.
• Overdue Activity Report – List of all activities past their scheduled date, sorted by age.
• Top Performer Comparison – Side-by-side comparison of activity volume across reps.
• Custom Activity Reports – Build your own reports with any combination of activity fields using the report builder.