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Pro+Activities

Activities made easy!

Overview

Pro+Activities app allows you to easily create activities i.e ● Appointment ● Case ● Phone Call ● Task For standard objects i.e ● Account ● Contact ● Lead ● Opportunity Like email templates, App allows to create activity templates.

See How Pro+Activities Works

Main features of Pro+Activities app: > Increase productivity by using activity templates against your repetitive activities with standard Salesforce objects i.e. Account, Contact , Lead & Opportunity.
> Similar to Email Templates in salesforce it provides solution for creating repetitive activities like Appointment, Case, Call, and Task with merge fields that let you quickly create activities that include field data from Salesforce records.
> Define activity-template to create Appointment, Case, Log A Call & Task > Run/Execute multiple activity templates from Standard objects (Account, Contact, Lead, Opportunity) to create multiple activity records at a time.

Define Templates: The app allows to define four types of activity-templates. 1) Appointment: To create ‘Appointment’ for specific object records 2) Case: To create ‘Case’ for specific object records 3) Task: To create ‘Task’ for specific object records 4) Log a Call: To create ‘Log a call’ for specific object records Run Templates: The app provides the functionality of executing/running activity-templates on the respective objects to create specific activities. For a specific object, one or more activities can be created at a time by executing/running different activity-templates at the same time.