Activity feed

The Activities page is a read-only history of CRM events such as opportunities created, stages changed, meetings scheduled, and cases resolved. Open it from Activities in the sidebar.

Filter the feed

• Search — matches the activity title or description. Search is case-sensitive.
• Activity Type — Opportunity Created, Stage Changed, Deal Closed Won, Deal Lost, Meeting Scheduled, Proposal Sent, Contact Added, Case Created, Case Escalated, Case Resolved, or Account Created.
• Entity Type — Opportunities, Meetings, Contacts, Support Cases, or Accounts.

Filters can be combined. Changing a filter takes you back to the first page of results. To remove a filter, set it back to All Types or All Entities.

Reading an activity

Each entry shows a title, a badge with the activity type, a description, how long ago it happened, who did it (when known), and the kind of record it relates to. The feed shows the newest activity first, 50 per page; use Previous and Next to move between pages.