What is All Activity, and how is it useful?
You can view all activity at the Company level directly from Companies. This means all Emails relating to that Application, Tasks set up for teammates as well as Notes created in one place. A Company may have applied multiple times for funding, may have applied for different types of loans or types of funding and you can view and quickly access all of their applications from here.
How do I get to All Activity?
➡️ Navigate to Companies and click on the desired one.
As soon as a Company record opens, All Activity will automatically be displayed.
Toggle between viewing All Activity or viewing only Emails or Notes or Tasks alone.
View Emails
View Notes
View Tasks
All Activity is Blank?
Start by creating a note, setting up a task or sending an email!
Where do I create a Note or Set Up a Task?
Go to our article on Create Notes and Tasks if you would like guidance.
Now you have greater visibility into your clients and the account activity. Success! 🎉