The Activity Stream page allows users to view all of the tasks and notes associated with a company, contact, or a campaign.
From this page users can establish campaigns, filter for specific activities, and view, complete, edit and delete activities.
The Activity Stream page displays the Activity Date Filter and Campaigns on the left side and tasks, notes, and the All Activities Filter on the right side.
- Activity Date Filter - Allows users to search for tasks and notes within a specific date range.
- Campaigns - Helps users organize activities, tasks and notes. To learn how to add a campaign, click here.
- All Activities Filter - To learn more about the All Activities Filter, click here.
Icon options next to each activity include:
-
Trash icon: This icon will delete the activity.
-
Pencil icon: This icon will open the edit window of the activity.
-
Magnifying glass icon: This icon expands and collapses details of the activity.
-
Check mark icon: This is a “complete task” icon. When selected it will direct users to the Status field of the task which may be converted from “Open” to “Complete”.
To learn more on how to add a task for a contact, click here.
To learn more on how to add a task for an employer, click here.
To learn more on how to add a note for a contact, click here.
To learn more on how to add a note for an employer, click here.
To learn more on how to add a meeting for a contact, click here.