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How to Filter Activity History?

In this article, you will learn how to filter activity history.

Salma Castillo avatar
Written by Salma Castillo
Updated this week

1. Click On "Activity"

Click On "Activity"


2. Here We Can See That There Are Four Types Of Events: Emails, Invoices, Proposals, And SMS Messages

Here We Can See That There Are Four Types Of Events: Emails, Invoices, Proposals, And SMS Messages


3. Here We Can See The Email Events

Each Email Event Shows Its Status, Such As Processed, Opened, Viewed, Or Accepted. These Labels Indicate What Happened With The Email, For Example If It Was Successfully Sent, Opened By The Customer, Or Accepted.

Here We Can See The Email Events


4. Now We Can See The Invoice Events

Each Invoice Event Displays Its Status, Such As Processed, Viewed, Or Delivered, Allowing You To Track The Customer’s Interaction With The Invoice

Now We Can See The Invoice Events


5. Here We Can See The Proposal Events

Proposal Events Show Different Statuses Such As Accepted (With Or Without Signature), Rejected, Or Processed. In This Example, We Also See A Blue Status “Viewed,” Which Indicates That The Customer Has Opened The Proposal, Even If They Have Not Accepted Or Rejected It Yet

Here We Can See The Proposal Events


6. And We Can See The SMS Message Events

SMS Events Typically Show As Delivered, Indicating That The Text Message Was Successfully Sent To The Customer. This Helps Track Communication Outside Of Emails Or Proposals.

And We Can See The SMS Message Events

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.


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