📋 Overview

The Broker Activity section is a specialized configuration system designed for administrative departments and real estate company managers to define and manage broker activity types that are utilized by account managers responsible for broker companies. This comprehensive management module provides complete control over broker activity categorization, visual identification, and workflow organization throughout the entire CRM broker management system.

These are the activity states that account managers handling broker companies use to track and categorize various broker interactions, training sessions, operational activities, and business development initiatives. This central repository ensures consistent broker activity tracking and professional presentation of broker engagement information across all broker management modules.

👥 Account Manager Activity Configuration

The Broker Activity system provides account managers with standardized activity types for consistent broker relationship management, training coordination, business development tracking, and operational oversight across all broker partnerships and collaborations.

🎯 Common Broker Activity Types

🎓 Orientation

New Broker Onboarding: Initial training sessions, system introduction, policy overview, and comprehensive orientation programs for new broker partners joining the organization.

🛠️ Workshop

Skill Development: Professional development workshops, training sessions, product knowledge updates, sales technique enhancement, and continuous education programs for broker improvement.

🏗️ Site Visit

Property Inspection: Project site visits, property tours, development progress reviews, quality assessments, and client presentation preparation activities with broker partners.

📝 Contract Sign

Agreement Completion: Contract signing ceremonies, partnership agreement executions, deal closure activities, and formal documentation completion with broker representatives.

📊 Activity Types Management Table

🗂️ Organized Activity Display

The Broker Activity displays all configured activity types in a comprehensive table format with the following columns for complete activity management and oversight:

Order
Display Priority

Name
Activity Type

Icon
Visual Symbol

Color
Theme Color

Actions
Management

🎯 Activity Types Organization: This structured view provides complete oversight of all broker activity types with immediate access to editing and customization options for efficient account manager workflow support.

➕ Adding New Activity Types

Creating new broker activity types is essential for customizing account manager workflows to match specific broker relationship management needs. Use the ADD NEW button to access the activity type configuration form and create activities that reflect your organization's broker engagement strategies.

🚀 Simple Activity Creation Process

🔘 Initiate New Activity Type

Click the "ADD NEW" button to open the broker activity type configuration form. This provides access to all customization options for creating activity types that account managers will use for comprehensive broker relationship management and tracking.

📌 Account Manager Workflow: Activity types directly support account manager daily operations in broker company oversight, training coordination, and business development activities.

📝 Activity Type Configuration Fields

Configure the essential components of your broker activity type that will determine how account managers categorize and track broker interactions, training activities, and business development initiatives for optimal workflow management.

🏷️ Name* (Required)

Activity Type Name: Enter the descriptive name for your broker activity type as it will appear in account manager interfaces. This name should clearly represent the specific broker interaction or operational activity.

💡 Common Examples: "Orientation", "Workshop", "Site Visit", "Contract Sign", "Performance Review", "Training Session", "Business Planning", "Quality Assessment"

🎨 Icon* (Required)

Visual Activity Indicator: Select an appropriate icon that will visually represent this broker activity type in account manager interfaces for immediate recognition and professional activity tracking presentation.

🎯 Visual Recognition: Icons enable instant visual identification of activity types, improving account manager efficiency and broker activity tracking workflow management.

📊 Order* (Required)

Display Priority Sequence: Set the numerical order in which this broker activity type will appear in lists and dropdown menus, creating logical workflow progression for account manager efficiency.

📋 Priority Organization: Lower numbers appear first, allowing prioritization of most common activities like "Orientation" (1), "Workshop" (2), "Site Visit" (3), "Contract Sign" (4).

🎨 Color* (Required)

Visual Theme Color: Choose a specific color that will represent this broker activity type in account manager interfaces, activity tracking displays, and reporting systems throughout the CRM platform.

📱 Professional Consistency: Color coding ensures consistent visual identification and professional appearance across all broker activity tracking and management interfaces.

🔗 Account Manager Workflow Enhancement

Understanding how broker activity types enhance account manager workflows helps administrators appreciate the practical impact of configuration on daily broker relationship management, training coordination, and business development tracking efficiency.

🎯 Account Manager Efficiency Areas

📂 Activity Organization

Standardized broker interaction categorization
Professional activity documentation
Consistent engagement tracking methodology

🎓 Training Coordination

Orientation program tracking and management
Workshop scheduling and attendance monitoring
Skill development progress documentation

💼 Business Development

Site visit coordination and documentation
Contract signing process management
Partnership development tracking

📊 Performance Analytics

Activity completion rate analysis
Broker engagement frequency metrics
Account manager productivity assessment

💡 Configuration Best Practices

🎯 Real-World Activities

Design activity types based on actual broker engagement scenarios like orientation sessions, skill workshops, property site visits, and contract signing ceremonies to ensure practical workflow relevance.

🎨 Visual Consistency

Use distinct colors and professional icons for different activity categories to enable quick visual identification and maintain consistent presentation across account manager interfaces.

📊 Strategic Ordering

Arrange activity types in logical sequence reflecting broker relationship progression: orientation first, followed by workshops, site visits, and contract completion activities for intuitive workflow management.

⚠️ Administrator Configuration Notice

Broker Activity Configuration Warning: Activity types configured in Broker Activity directly impact account manager workflows and broker relationship management capabilities. These settings affect training coordination, business development tracking, and comprehensive broker engagement documentation. Changes to existing activity types may impact ongoing broker management processes and historical activity records. Coordinate with account managers and review current broker activities before implementing configuration changes to ensure workflow continuity.

🏢 Broker Activity