Activity Reporting
The Activity page gives you a summary of all your sales team's activities in your CRM account.
Details of Notes, Calls, Meetings, Deals, Actions, Emails, and Logs (new contacts created, deleted, status updates, edits) are displayed here.
You can segment Activities by team members, predefined filters, and select a time frame.
In this article:
| Activity types | Filter Activities | Search Activities |
Activity types
- All - Shows all activities in chronological order.
- Notes - Shows updates and totals for notes created or edited.
- Calls - Shows completed call notes, conversation results, and totals.
- Meetings - Shows meeting notes in chronological order.
- Deals - Shows updates and totals for new, won, and lost Deals.
- Actions - Shows completed, deleted, and updated Actions, along with totals.
- Emails - Shows all sent and received emails, along with totals.
- Logs - Shows individual and bulk edits to contacts, including changes to status, tags, addresses, email addresses, and ownership.
💡 Open a contact from the Activity page to add new Next Actions, notes, deals, calls, etc.
Filter your Activities
Jump up to Article's Overview ⮝Go to Activity → filter it by:
- Team member
- Predefined filter (Tags & saved Filters)
- Time frame
Search your Activities
Jump up to Article's Overview ⮝
Search for any of the examples below:
|
First and last name Phone number Background |
Calls Address |
Organization Name Email address |
Notes Deals |
💡 The activity search only finds results when entering the start of a word. For example, search “App” or “Appoint”, not “point” or “pointment.”
💡 Account Owners and Administrators can decide who can access the Activity page (see here).
💡 For more detailed searches across multiple fields, use Filters.
💡 Some search queries will not return a result when searched on their own, e.g., a, by, could, etc.