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Define Activities for Tasks and Events

Define Activities for Tasks and Events is a powerful way to identify and analyze the most important touch points in your Sales process.  

Using a Default Field

Many customers use a picklist field, like Task Type.  By default, we use the values of this default field to generate activities.  The label of the activity will be the default field value.  

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Activity Definitions

You can create multiple activity definitions, which can target multiple fields, and apply matching logic to the values of those fields.  The definitions are checked in order, from top to bottom.  You can drag the definitions to re-order them.

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In each definition, you can add multiple field conditions to match against.  For example, Type field starts with Contract Review, and Legal Approval field is Approved.  

Within each field field condition, you can add multiple matches.  You can specify multiple match values by separating them with a comma.  

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Using the Default Field

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The screenshot above shows the default configuration for Tasks, which creates activities labeled with the Type field value, whenever the Type field is not empty.  

Define activities with a Label

You can reduce 'noise' coming from many different types Task and Event by using match definitions to group them together, and give them a single label.  For example, all outbound calls that failed to connect (Left Voicemail, LVM, Disconnected, No Answer, Wrong Number) could be matched and given a label "Did Not Connect".

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Define activities to exclude

You can also reduce noise by specifically identifying Tasks and Events to exclude, so activities in InsightSquared are not generated.  For example, Tasks or Events generated by automated workflow rules or your support team that aren't relevant to your sales process.  

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Additional Options

Include when default field is null?

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If you require a value in your default field in Salesforce, answering "No" to this question can improve data refresh times by excluding any Tasks or Events where the value is missing, particularly if you have a large number of old or irrelevant records where the default field is empty.

Generate Activities for non-matching Tasks or Events

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Answering "Yes", and supplying a label, is a great way to identify uncategorized Tasks and Events.  By surfacing these 'Unknown' activities on a report, you can more easily assess your team's data hygiene practices, and the size of the missing group of activities.

 

 

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