Using the Activity Log
Track all activities and interactions across your workspace
Using the Activity Log
The Activity Log tracks everything happening in your workspace. Monitor actions, review history, and maintain accountability.
Accessing Activity Log
- Click Activity Feed in sidebar
- View recent activities
- Filter and search as needed
Understanding Activities
What's Tracked
The log records:
- Content creation and edits
- Lead interactions
- Message activities
- Team member actions
- System events
- Status changes
Activity Details
Each entry shows:
- Who performed the action
- What action was taken
- When it happened
- What was affected
Activity Types
Content Activities
- Creative created
- Post published
- Campaign launched
- Design edited
Lead Activities
- New lead created
- Lead status changed
- Note added
- Communication sent
Message Activities
- Conversation started
- Message sent/received
- Auto-responder triggered
- Lead captured
Team Activities
- Member invited
- Role changed
- Login events
- Settings modified
Filtering Activities
By Type
Filter by activity type:
- Click filter dropdown
- Select activity type
- View filtered results
By Team Member
See specific person's actions:
- Click member filter
- Select team member
- View their activities
By Date Range
Filter by time:
- Click date picker
- Select start and end
- View activities in range
By Object
Filter by what was affected:
- Specific lead
- Specific creative
- Specific campaign
Searching Activities
Quick Search
- Use search bar
- Enter keywords
- Results filter instantly
Search Examples
- Search by lead name
- Search by action type
- Search by content name
Activity Timeline
Lead Timeline
On each lead profile:
- Complete interaction history
- Messages sent
- Status changes
- Notes added
Chronological View
Activities shown:
- Most recent first
- Grouped by date
- Expandable details
Exporting Activities
Export Log
Download activity data:
- Set filters (optional)
- Click Export
- Choose format (CSV)
- Download file
Export Uses
- Compliance records
- Performance review
- Audit trails
- Analysis
Notifications
Activity Notifications
Get notified for:
- Important activities
- Team member actions
- Lead updates
- System alerts
Configure Notifications
- Go to Settings
- Notification preferences
- Select activity types
- Choose notification method
Real-Time Updates
Live Feed
Activities appear in real-time:
- No page refresh needed
- See team activity live
- Instant visibility
Activity Indicators
Visual indicators show:
- New activities (dot)
- Unread count
- Recent changes
Best Practices
- Review daily - Check important activities
- Use filters - Find what you need
- Export regularly - Keep records
- Monitor team - Ensure accountability
- Set notifications - Stay informed
- Check lead activity - Before contacting
Troubleshooting
Missing Activities
If activities not showing:
- Check filters are cleared
- Verify date range
- Refresh the page
Too Many Activities
Manage the volume:
- Use specific filters
- Narrow date range
- Search for specific items