Activity Stream - new quick filters to help you find what you need

Update on August 28, 2019

The Activity Stream is a great resource for reviewing whats been happening on a Sales Project, Prospect, Company or Contact, as well as being the ideal place for coaching and collaborating with your colleagues.

In this round of updates, we've added some features to help you work smarter within the Activity Stream, allowing you stay focused on the job at hand.

The activity stream gives you a detailed account of pretty much everything that happens on a Sales Project, Prospect, Company or Contact level. All those important meetings, emails, calls, etc and even changes made and steps completed (on a Project or Prospect) are shown here, ready for you and your colleagues to review and act upon at any time.

With these new visual quick-filters in the Activity stream header, you can now jump to a subset of activities in a flash.

A simple click on a profile picture or an activity type icon makes this a more visual way to move through the activity stream and find the information you're looking for, allowing you to focus on whats important.

Activity Stream header-1

 

Other helpful options like filtering your own customized activity types, searching the activity stream with keywords, and expanding all activities within the the whole Activity Stream are sure to keep you productive throughout your day.

Learn more about the Activity Stream, and how using Comments and Mentions can help you coach and encourage your team.