Activity Rules

Activity Rules allows for the triggering of a new Activity Process based upon how an Activity is resulted, and also choose what the Activity Reference needs to be (if applicable). These are used heavily in Call Center, but can also be very useful in a non-call center setting as well.

An example would be if there was a Call Out Activity scheduled to confirm an appointment with a lead. They don’t answer, so a message is left.  Now another Activity is needed so that the lead get’s called again in the future.  It could be set up so that the new Activity Process is triggered based upon the result of the previous Call Out Activity.

Assigning an Activity Process to an Activity Result

Click on the Admin link in the drop-down in the upper right corner of MarketSharp

Click the Activity Rules link under the Automation Rules box blue button

Click the Add Activity Process for an Activity Result button

Choose the Activity Result that will trigger the process from the drop-down on the left

Choose the Activity Reference from the middle drop-down (if applicable).

Choose the Activity Process that should be triggered from the drop-down on the right side

Click Save at the bottom of the screen.

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