What is Sales Activity?
A sales activity is any recorded interaction with a prospect or customer, such as a call, email, meeting, or field visit, tied to a deal or account.
Sales activities are the individual actions reps take while pursuing a deal or maintaining a customer relationship — phone calls, emails, meetings, demos, and, for field teams, in-person visits. Logging these activities creates a timeline that shows exactly how a deal progressed and what touchpoints led to a win or loss.
Activity tracking serves two purposes: it gives managers visibility into how much effort reps are putting into their pipeline, and it creates institutional memory so that if a rep leaves or a deal changes hands, the new owner can see the full history rather than starting from scratch.
Activity volume and quality are often used as leading indicators of pipeline health; a deal with no recent activity is a common warning sign that it may be stalling. Many CRMs let managers set expectations for minimum activity levels per stage or per week.
In Lavisho TT, sales activities include calls, meetings, and emails synced through Gmail, Microsoft 365, and PBX/Twilio dialer integrations, as well as field visits logged via GPS check-in, all appearing together in a unified timeline attached to each account or deal.
Sales Activity — common questions
What counts as a sales activity?
Any recorded interaction with a prospect or customer, including calls, emails, meetings, and field visits.
Why is activity tracking important for managers?
It gives visibility into how much effort is being invested in each deal and helps identify deals at risk of stalling.
Does activity data help with onboarding new reps?
Yes, a full activity history lets a new rep taking over an account understand what has already happened without starting from scratch.
How does Lavisho TT unify sales activity?
Lavisho TT combines calls, emails, meetings, and field visits into one unified timeline per account or deal.
Related pages
Related products
- Sales CRM
Run leads, accounts and deals through a kanban pipeline with sequences and stalled-deal alerts so nothing quietly goes cold.
- Field Sales Management
Plan visits, capture what happens on the ground, and see how field activity translates into pipeline and closed revenue.
Glossary
- Field Force
A field force is a team of sales, service, or distribution staff who work primarily outside the office, visiting customers or sites in person.
- Sales Pipeline
A sales pipeline is a visual representation of deals grouped by stage, showing how prospects move from first contact to closed sale.
- Sales Automation
Sales automation uses software to handle repetitive sales tasks, such as follow-up emails, lead assignment, and reminders, without manual effort.
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