Sales Activities

Sales Activities are the recurring prospecting habits your organization expects from its sales team, such as market research twice a week or a monthly partnership push. Booked55 turns each one into tasks on the schedule you set, so they show up in each sales person's Daily Tasks without anyone creating them by hand.

Who can change them

Owners. Other members don't see Sales Activities in the sidebar and can't add, edit, switch off or delete activities.

The Sales Activities list

Each row shows the Activity, its Type Key, its Schedule (for example “Weekly on Mon, Thu”), how many Items it has, and its Status: Active or Disabled. Owners also see a switch to turn an activity on or off, an edit icon and a delete icon. Deleting an activity doesn't touch tasks it already created.

New organizations start with a set of default activities: Market Research, Event & Networking Strategy, Brand & Visibility Building, Referral & Relationship Expansion, Partnership & Ecosystem Building, Webinar, Group Video Calls and One-to-Many Outreach. Edit them to fit how your team sells.

Adding an activity

1. 1

   Open Sales Activities

   In the sidebar, go to Workspace → Workspace Settings → Advanced → Sales Activities.

2. 2

   Click "Add Activity"

   The New Sales Activity window opens.

3. 3

   Name it

   Enter a Display Name, such as "Brand & Visibility Building", and an Activity Type Key, a short unique id such as brand_visibility. The key is saved in lower case with underscores and can’t be changed later. Add a Description if it helps.

4. 4

   Set the schedule

   Pick a Frequency (Daily, Weekly, Monthly or Yearly) and how often it repeats. For Daily and Weekly, choose the days under "Run on days". For Monthly and Yearly, set the Day of month.

5. 5

   Add the items

   Each item is the text of one task, such as "Post a customer story on LinkedIn". Click "Add item" for more, and use the arrows to change the order. At least one item is required.

6. 6

   Click "Create"

   Leave Enabled on for the activity to start creating tasks.

A Display Name can be up to 200 characters, a Description up to 1,000, and each item up to 500. An activity can have up to 50 items.

How tasks are created

Once a day, Booked55 goes through every enabled activity for each member who has the Sales Person role and a verified email address:

• One task per activity, per day — When the activity is scheduled for today, the person gets one task whose text is the activity's next item.
• Items take turns — The first task uses item 1, the next uses item 2, and after the last item it starts again at item 1.
• Unfinished tasks pause the activity — If the person hasn't completed the last task from an activity, no new one is created for it. Tasks don't pile up while someone is busy or away.
• Holidays and days off — On a day that isn't a working day for that person (their Schedule, their out-of-office dates, or the organization's Holidays), a Daily activity is skipped. A Weekly, Monthly or Yearly one is moved to their next working day.
• Only Sales Persons — Owners, Managers and Operators get Sales Activity tasks only if they also hold the Sales Person role. See Roles & Permissions.

How schedules are read

Sales Activities and the AI assistant

An owner can ask the AI assistant to add, change or delete an activity. It shows a confirmation card with the schedule and the items being added or removed, and nothing changes until you click Confirm.