Calendar and Activity Management

A key component of lead follow-up, opportunity tracking, and contract management is the ability to schedule activities for customers, contacts, leads, employees, opportunities, and contracts.

GovWin Capture Management provides you with a variety of options to schedule and manage your daily activities, which can include phone calls, meetings, tasks, and other important business functions. You can schedule and manage your activities with one or all of the following tools:

• The Activity Calendar provides a snapshot of all your activities for a selected month, week, or day.
• The Activity Manager is a comprehensive activity log from which you can access and review details for any completed or pending activity.
• Use the Info Center to enter and access activity information for individual customers, contacts, leads, marketing campaigns, employees, opportunities, and contracts.
• Configure your Dashboard to include the My Activities dashpart, which displays a list of your scheduled activities.

When you schedule an activity, you enter activity details (such as activity type, date and time); associate the activity with a particular customer, opportunity, and contract; specify who will attend the activity (employees and contacts); specify whether the activity occurs one time or is an event that recurs; and schedule follow-ups for the activity.

Scheduled activities display on attendees' calendars and dashboards, and can be reviewed with the Activity Manager or in the Info Center. All of these features combined make it easy to review and track activities throughout the contract life cycle, from lead generation and marketing campaign activity to opportunity proposal generation and contract award and completion.

In addition, you can set up reminders to notify activity attendees when an activity is about to occur or when a modification has been made to the activity schedule.

Examples

• You return from a cold call meeting with a customer prospect (lead) and schedule a follow-up activity as a reminder to send the prospect a brochure and thank you letter.
• You schedule a phone call to a contact to discuss an opportunity that your firm wants to pursue.
• You schedule a meeting with a customer contact and contract team members to provide a contract progress report.