Activity

Activities Tab

The Activities section displays all communications and interactions with leads across various channels in one place. It includes call logs, call duration, messages, emails, notes, and other engagement details along with their date and time.

Activity records are automatically added when a communication is performed, allowing users to track lead interactions without manual updates. Users can also filter activities by channel, team member, and date range.

Viewing Activity Details

Users can click on any activity displayed in the calendar to view detailed information about that activity. The details screen provides the complete communication history associated with the selected activity, allowing users to review messages and interaction records.

Purpose

The Activities tab provides a timeline view of communication activities and helps users track when interactions occurred and review the corresponding communication details.

Use Case

A manager wants to review activities performed by a team member during a specific week. By selecting an activity from the calendar, the manager can view the complete communication details and interaction history related to that activity.