Activity Tracking For Accounts
Activity tracking is an essential feature for managing account interactions and ensuring transparency in account management. On the Account Details page, users can view a summary of recent activities directly within the Details section. This includes actions such as emails sent, meetings scheduled, and any updates to the account. Having this information readily available provides immediate context and helps users stay informed about the latest interactions and changes associated with the account.
In addition to the summary view, a separate Activity tab offers a comprehensive and detailed log of all activities related to the account. This tab allows users to delve deeper into the history of interactions and review details of each recorded action. By providing both a summary view and a detailed log, we ensure that users have access to critical activity information at different levels of granularity, supporting efficient account management and informed decision-making.
Additional Benefits of Activity Tracking
Real-Time Updates: Activities are logged in real-time, ensuring that the most current information is always available.
Enhanced Collaboration: Team members can see all interactions with an account, facilitating better coordination and collaboration.
Historical Insights: Access to a detailed history of account activities helps in understanding the account's journey and making informed decisions.
Audit Trail: Provides a transparent audit trail of all actions taken on an account, useful for compliance and performance reviews.
User Accountability: Tracking who performed which actions promotes accountability among team members.
Efficiency in Follow-ups: With a clear record of past activities, users can efficiently plan and execute follow-up actions.
How To View Activity of An Account
To view the activity of an account from the Details page or the "Activities" Tab,
Hover over the "Customers icon in the sidebar and select Accounts".
Click on the "ID", you will be directed to the details page.
View the summary of recent activity of the account on top under "Activities" .
You can also select "Activity" tab to view only the activities of the account.
To view all the activities, click on "Show More" link.
To view less activities, click on Show Less link.