Activities Management

Overview

The Activities Management tab lets you log and track activities with broker companies — such as workshops, site visits, orientations, and contract signings.

Activities List

Column	Description
Activity Type	The type of activity (e.g., Work Shop, Orientation, Site Visit, Contract Sign).
Status	Current status (Done, In Progress, etc.).
To Do Date	Scheduled date for the activity.
Close Date	Date the activity was closed/completed.
Indirect Sale	The salesman associated with this activity.
Broker	The broker company this activity is for.
Feedback	Any feedback recorded for this activity.
Actions	Edit or Delete the activity.

Available Filters

Filter	Description
Broker	Filter by broker company.
Indirect Sale	Filter by assigned salesman.
Creators	Filter by who created the activity.
Activity Types	Filter by activity type.
Status	Filter by activity status.
Creation Date	Filter by when the activity was created (From / To).
To Do Date	Filter by scheduled date (From / To).
Close Date	Filter by completion date (From / To).

How to Set a New Activity

Click Set Activity and fill in:

Field	Required	Description
Activity Type	✅	Select the type (e.g., Workshop, Site Visit, Orientation, Contract Sign).
Status	✅	Current status of the activity.
Todo Date	✅	Scheduled date and time.
Reminder Date	✅	When to send a reminder.
Broker	✅	Select the broker company.
Indirect Sale	✅	Select the indirect sales team member.
Feedback	Optional	Notes or feedback about the activity.
Activity Image	Optional	Upload an image related to the activity.
Check-in	Optional	Log a check-in for this activity.

Activity Types Setup

Activity types are configured via Setup → Broker Activity. Each type has:

Order — Display order.
Name — Type name (e.g., Orientation, Work Shop, Site Visit, Contract Sign).
Icon — Visual icon.
Color — Color label.
Image Required — Whether an image must be uploaded for this activity type.