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.