The Activity Page (Located in Workspace > Activity) provides visibility on all actions performed across your team, including the creation of or changes made to deals, contacts, companies, and campaigns.

Visit consistently to stay informed of your team’s most recent actions and coordinate next steps.

Activity Tables

You can search and filter the following tables on this page:

• Team Activity

• My Activity

Example Events that will populate the Activity tables

• Adding, editing, or deleting Contacts, Companies, or Deals

• Applying or editing Tags, Labels, or Company Notes.

• Changes to Products or Campaigns

What you can do on this page

• Track changes made to Contacts, Companies, Deals, and Campaigns

• Filter for activity over a period of time.

• Find updates related to a specific business, team member, or action.

• Filter for type of change or object (e.g., only Deals or only Contacts)

How you can use this information

• Evaluate and coordinate next steps

• Review recent actions to understand current status

• Identify where follow-up is needed

• Review with the team to stay aligned

• Use as a reference point

  • Refresh your memory before meetings or calls

  • Check history for an account before planning outreach