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CRM - Activity Feed

Monitor your team’s activity in real time with the Growth IQ CRM Activity Feed—track emails, calls, meetings, and tasks to stay organized and informed.

Step-by-Step Instructions

1. Access the Activity Feed

  • Go to CRM → Activity Feed.
  • Recent activity across your team will display automatically.

2. Filter Activities

  • Use the Filters dropdown to narrow by type: Emails, Notes, Calls, Meetings, Tasks.
  • Combine filters to focus on multiple types (e.g., Calls + Meetings).

3. Search by Keyword

  • Use the search bar to find activities mentioning specific people, topics, or terms.

4. View Activity Details

  • Click an item to open the associated record.
  • Review meeting status, call outcomes, notes, and timestamps.
  • Take follow-up actions as needed.

Best Practices

  • ✅ Check the feed daily to stay informed.
  • ✅ Use filters to isolate high-value activities.
  • ✅ Encourage detailed note logging.
  • ✅ Managers can spot performance trends and coaching opportunities.

FAQs

Q: Can I filter by specific activity types?

A: Yes, via the filter menu.

Q: Can I delete a recorded meeting activity?

A: Yes, from the related contact or company record.