Once you have planned activities for your reps, you can view them in the Sales Activities in a customized list that you define.
You can view a list of activities that are published to the sales reps, and see when their status changes to Submitted in the list. This way you can track the status of activities you are scheduling for your reps as well as those they are scheduling for themselves.
Go to "Activities" in the Pepperi Web Admin:
First create a list containing the Activity Types you want to include in the list - select the same types you selected for planning.
Go to Settings wheel -> Sales Activities -> Sales Activity Lists
Click + to add a new list.
Give the list a name.
Then select the activity type and statuses you wish to include in the list.
From "Type" select the Activity Types you are planning for sales reps in the Activity Planning Display Options (this is done when you are first setting up Activity Planning, for details on how to do this:Activity Planning Setup).
From "Statuses" select the statuses. For example the statuses that are relevant to activity planning:
Published: activities that were planned and published to the sales reps
In planning: activities that were planned and not yet published to the sales reps
Submitted: Activities that were submitted by the sales reps. When an Activity that was published is submitted by the sales rep, its ID number remains the same, but its status will change to Submitted.
Once you click Save, the "Forms" tab will be activated.
Then customize the form to include the columns you want to be displayed in the list.
Go to the Forms tab and edit the Admin list to customize the columns and headings that appear in the list for the Admin on a browser.
Edit the Sales Rep form to customize the columns and headings that appear for the Sales Rep on the Pepperi app Activities dashboard.
Edit the Buyers form to customize the columns and headings that appear for the Buyer on a browser when ordering online via Pepperi Storefront for Buyers.
In each form you edit simply drag the fields you want to appear as columns in the list from left to right.
You can select which column to sort by and ascending or descending on the top right as well.
If you don't see a field you are looking to add to the list, you need to go to the Data Customization tab of the Activity type and make sure the field is activated. If it is not activated click on the + sign to activate it.
For details see the explanation of the Activity Types Data Customization tab in this article - Activity Types Data Customization