Activity Tracking For Enhanced Engagement
The activity section within the accounts/contacts/employees serves as a vital hub for monitoring and managing interactions. Here, users can track a comprehensive history of engagements, including emails, calls and any other communication channels.
By centralizing these activities within a single platform, organizations gain valuable insights into the depth and frequency of interactions with their accounts, contacts, and employees. This allows for a more personalized and informed approach to customer and employee relationship management.
Furthermore, the activity section facilitates collaboration among team members by providing visibility into the latest interactions, ensuring seamless continuity and coordination in engagements. Through effective activity tracking, CES applications empower businesses to nurture stronger connections, drive productivity, and deliver exceptional experiences across all touchpoints.
How To Track Activity Of Any Entity
To track activity of any entity(contact, account or employee),
In this sample, let us discuss on the activity details page of an account. Click on the "ID" of any entity(contact, account or employee). You can view complete detail of that particular ID.
There are 5 tabs in the activities page- Details, Activity, Notes, Contacts/Guests, Collaborator.
Details tab contains all the details of the account in a summarized format.
- There is an account detail panel on the left.
- Activity and collaborator section in the middle.
- Notes and Linked Contacts section on the right.
Activity tab contains all the activity of the account recorded in it.
Notes tab contains all the notes that were added into the account. You can also create a new note by clicking on the "Add New Note" button.
Contacts/Guests tab contains the list of contacts that were linked to the account. Here, you can link a new contact by clicking on the +New Contact button or add an existing contact by clicking on the "+Existing Contact" button.
Collaborator tab contains the list of collaborators that have been added along with the account in the conversation. You can add a collaborator by clicking on the +New Contact button or add an existing contact by clicking on the "+Existing Contact" button.
Similarly, you cavn view details of employee, contact, etc., with their respective functionalities.