Intro to the Activity feed

Supporting effective deal management and pipeline reviews, meeting preps and follow-ups, the limitless Activity feed goes back as far as the very first interaction with a customer and forward to future meetings scheduled with them.

Accessible from the call page, Deal boards, and Engage, the Activity feed includes meetings and calls, email correspondence and invitations accepted, digital interactions such as emails clicked and opened, CRM updates, and text messages.

Make sense of the feed

The following conventions are used throughout the feed:

Filter the feed

To focus on specific activity types, filter the feed to display all or some of the interaction types:

1. From the top of the panel, click Add filter and select Activity type.

2. Select the activity types you want to view and click Apply.

3. To remove a filter, click X .