Activity Cards give you a single view of important updates, right inside your conversations. They show changes as they happen. You don't need to wait or jump between different areas of ZipLeads, so you can make quicker, better-informed decisions.

These cards bring the action to you. You can respond to, edit and manage opportunities, appointments, contact preferences and invoices without switching from one panel to another.

An activity card appears as soon as an opportunity is created, updated or deleted. This means you know about potential leads from the very start. Click View Opportunity in the card to open the opportunity and make changes from where you are.

Communication preference logs: Changes to a contact's preference status are logged in the conversation thread to give you more context. This includes changes made by the contact and changes made by a user.

Whenever an appointment is created, rescheduled or cancelled, an activity card appears in the conversation panel. This keeps you up to date without juggling multiple screens. Click View Appointment in the card to edit the appointment details while staying in the conversation panel.

An activity card lets you know the moment a contact is marked as "Do Not Disturb" or removed from the DND list. These cards make it clear what the contact's current preference is.

ZipLeads shows who triggered a DND status change in Conversations:

Use the "by" value to see where the change came from:

This works across all channels and needs no setup.

When an invoice is sent to a contact or a payment is received, an activity card appears. Click View Invoice to open the full invoice in a new tab.