What does the Activity tab in CRM do?

The Activity tab in CRM is a chronological feed of EVERYTHING happening in your sales team: new leads, stage changes, won deals, mail sent, tasks completed, meetings booked.

Filter on:

  • Employee — what did setter X do this week?
  • Date range — today, this week, this month.
  • Event type — only stage changes, only mail, etc.

Ideal for team stand-ups and performance reviews — you see at a glance who did what, without opening every lead card.

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