Activity feed
Use the Activity Feed to see real-time updates on sales activities across your teams—emails, notes, calls, meetings, and more—so you can stay informed and coach effectively.
Why use the Activity Feed?
- Get a centralized view of sales activity across contacts and companies
- Search and filter to find relevant work quickly
- Help managers review activity and coach the team
What’s included
- Filters and search by activity type and keywords
- Live updates of recent emails, notes, calls, meetings, and tasks
- Links to the underlying contact or company record for context
- Richer activity details like meeting status and call outcomes at-a-glance
How to use the Activity Feed
- Go to
CRM>Activity Feed. - Filter by activity types such as Emails, Notes, Calls, or Meetings.
- Use search to find activities that mention specific keywords.
- Click an item to open the associated record and take action.
Frequently Asked Questions (FAQs)
Can I filter by specific activity types?
Yes. Use filters to focus on emails, notes, calls, meetings, and more.
Can I delete a recorded meeting activity?
Yes. Open the related record and delete the activity there; the Activity Feed will reflect the change. You can access activities from Contacts, Companies, or Opportunities.
Can managers use this for coaching?
Yes. The feed makes it easy to review recent activity and identify coaching opportunities.