---
title: "Sales Activities"
description: "Know exactly what you've done and what you have to do next with your lead."
url: https://help.nocrm.io/en/articles/65-sales-activities
collection: "Lead Management"
updated: 2026-11-11
language: en
alternates: [de, it, pt-br, es, fr]
---

# Sales Activities

Know exactly what you've done and what you have to do next with your lead.

At noCRM, it's all about the next action on your [sales process](https://www.nocrm.io/academy/how-to-set-up-a-consistent-sales-process) and never missing out on a business opportunity. The lead is at the heart of the system, and whenever a new lead enters, the status is [To Do](https://www.nocrm.io/academy/to-dos), meaning that you have to act on it straight away. Once you're done managing a lead, you have to change the status to _Standby_, and set a reminder for the next action with that lead.

When setting a reminder for the next action, you can also define exactly what it is that you need to do next, i.e. choose a predefined Activity that you have set up in your account.

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## How to create predefined sales activities in your account

As we have mentioned multiple times, noCRM adapts to the customer's needs and to the way they work. [There are many parts of the sales process that you can customize to your needs](https://help.nocrm.io/en/articles/1-account-set-up.md), and predefined sales activities is one of them.

To create your own predefined activities, go to the **_Admin panel_** > **_Sales activities_** and start creating activities.

You'll find some default sales activities: Call, E-mail, E-mail received. These are the default activities that cannot be edited or deleted.

You can add other activities by clicking on the green button: Create an activity. Each activity can be accompanied by outcomes, which can be customized by clicking on the _Actions_ blue button on the right. For example, if you define the activity _🤝 Meeting_, you can also set up the different possible results for this sales activity: _Done_, _Postponed_, etc...

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## How to use the feature

Once you've predefined the **_Sales activities_** in your **_Admin panel_** you can start using the feature, which is as easy as changing the status of a lead to _Standby_ and selecting an activity from the **Planned activity** dropdown menu.

When the time comes and the lead goes back to your **_To do_** page — and once you're done managing the lead — you can choose the outcome of the activity: Was the call successful? Did you actually meet with them? Etc.

Amazing right?

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## Analyzing your activities in the Statistics of your account

The **_Sales activities_** feature comes of course with amazing **_Statistics_** — that you'll find in the **_..._** section, built to give you a deeper understanding of your lead management strategy.

From the **_Statistics_** page of your account, click on the **_Team's activity_** tab and you'll then have the total amount of sales activities that were completed for the period of time that you have chosen (see image below):

But there's more. If you scroll down, in a tab, you'll have even more detailed information. You can group the statistics by type (call, email, meeting), or have the detailed outcome for each main activity.

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**Video Tutorial:**