Article Overview
This article provides steps on how to edit activity types in Amplify and assign them to specific teams. By assigning specific teams to specific activity types, Admins can more accurately separate metrics between teams and users such as setting appointment and closing deals.
TIP: Users must have Admin access in Amplify in order to complete the steps provided in this article.
Part 1: Access Activity Types
How to access Activity Types settings in Amplify.
- Log in to your Amplify account at app.amplify.salesrabbit.com
- The email address and password for logging in to Amplify are the same as your email and password for logging into SalesRabbit.
- In the home page navigate to the "Manage" option on the very bottom of the left-hand menu.
- This will only appear for users with Admin access in Amplify.
- Click on manage and an additional menu will pop up. In this menu, select "Activity Types".
Part 2: Assign Activities to Teams
What the second part will cover.
- On the Activity Types page, select the type of activity you are wanting to assign a team to.
- the options are "Lead Stage", "Lead Status", "Resulting Stage", and "Resulting Status".
- After you select the activity type, another menu option will pop up to the right with the specific activities within the activity type you selected.
- Select one of the activities that you would like to assign a team to.
- This will cause an additional menu to appear to the right, hear you will see the option for "Logger settings" and select the "Logger settings" option.
- Below the menu option on the top you will see a drop down menu for "Assigned to teams", select the drop down and then scroll through the options to select the team you would like to assign to the activity.