Skip to main content
The Activities page (/activities) is your unified timeline of every action taken in your CRM — calls made, emails sent, deals updated, tasks completed, and more. Think of it as a news feed for your pipeline.

​
What shows up in Activities

​
Filtering the feed

Use the filter bar at the top to narrow the activity feed by:
  • Activity type — Calls, Emails, SMS, Deals, Tasks, Notes
  • Date range — Today, This week, Last 7 days, Custom
  • Contact — Search for a specific person
  • Agent — Filter by team member (org admins only)

​
Real-time updates

The feed updates in real-time — new events appear at the top without refreshing. A subtle indicator shows when new events have arrived while you’re scrolled down. Click any activity row to jump directly to the related record — the contact’s profile, the deal, the call recording, or the task detail. This makes Activities a fast way to pick up where you left off.

​
Team activity (Admins)

Organization admins see activity from all team members by default. Toggle My Activity to see only your own events.