The activity is ProContact's building block. It is what gives your numbers meaning: without it you know how many appointments you had; with it you know which ones paid.
What an activity holds
Each activity carries:
- a name, shown in the emails your clients receive;
- a description;
- a dedicated phone number and email address — handy if you keep business and personal apart;
- an optional image;
- the contacts attached to it and the appointments that happen under it.
How to split them up
The right split is the one that answers a question you actually ask yourself. Patterns that work:
- By service — "Installation", "Callout", "Annual servicing". You see which service fills your diary.
- By channel — "Direct clients", "Subcontracting". You see where the work comes from.
- By area — "Brussels", "Walloon Brabant", if travel is a real cost for you.
Avoid splitting too finely. Ten activities with three appointments each produce no usable statistics; three activities with ten appointments do.
Attaching contacts
A contact can belong to several activities: a servicing client who also calls you for a callout stays one record. Attach from either the activity or the contact.
The relationship does two jobs: it filters your lists, and it feeds the per-activity statistics.
What you get out of it
On the Statistics page, filter by activity and you get, for that strand alone:
- upcoming, past and today's appointments;
- your contacts broken down by commercial status;
- the month-by-month trend over 3, 6 or 12 months.
That is the basis for deciding what to drop and what to grow.
Quotas
The free plan allows a limited number of activities. Beyond that, creation is blocked but nothing is deleted: your existing activities keep working normally. See plans and billing.
Deleting an activity
Deleting an activity detaches its contacts without deleting them — your client records always survive a reorganisation. Attached appointments, however, lose their context. Rename an activity rather than delete it where you can.