Role
Any SalesScreen user
Plan
All plans
Prerequisites / who this applies to
You can log in to SalesScreen
Your admins have already set up some Activity Types for your account
What does an Activity Type do?
An Activity Type defines:
What kind of work you’re logging
Example: Sales, Calls, Meetings, Claims, Training
Which fields you fill in when you log (Quantity, Value, Customer, Date, Dropdowns, etc.)
How data is grouped in:
Dashboards & widgets
Competitions and Battles
Metrics and targets
Reports and exports
Admins design Activity Types so that every report is consistent and easy to use elsewhere in the platform.
Examples of Activity Types
What you see depends on how your company works, but typical setups are:
Sales KPI / Sales – revenue, deals, policies sold
Meetings – booked meetings, meetings held
Calls – outbound / inbound calls, call outcomes
Pipeline / Opportunities – opportunities created, moved, won/lost
Customer Success / Support – tickets solved, NPS actions, QBRs
Inside each Activity Type there are one or more Activities (the specific things you log, like New policy sold or Outbound call).
When do Activity Types matter for me?
As an end user:
When you log a report, you first pick the Activity Type, then the Activity
When you look at widgets, competitions or metrics, they’ll usually be based on one Activity Type
If you’re unsure which Activity Type to choose for something you’ve done, ask your manager what your team uses for that KPI.
As an admin:
You design Activity Types under Manage → Activity Types
You decide:
Which fields each type uses
Which Activities belong under it
Which teams can log which activities
What happens next
Once Activity Types are set up correctly:
Users log against the right category, so data is clean and comparable
You can easily build metrics, widgets, targets, competitions and reports on top of those Activity Types
Changes you make to an Activity Type (fields, activities, team access) apply to all future logging that uses it
What if this doesn’t work?
I don’t know which Activity Type to log under
Ask your manager or admin which Activity Type your team uses for that specific KPI (for example “new opportunities” vs “closed won”).
The fields I need (like Value or Customer) are missing when I log
Your admin may need to enable those fields on the Activity Type. Point them to Manage → Activity Types for that type.
Users are logging the same thing under different Activity Types
As an admin, consider consolidating or renaming Activity Types/Activities so it’s obvious what to use, and adjust team access to remove duplicates.