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  3. Understanding your Dashboard

How to view all account activity

You can view all recent account activity as a timeline in your dashboard.

On the top menu click the activity icon on the top right.

A timeline of all recent account activity will appear. 

Screen Shot 2022-12-22 at 9.16.40 AM

Filter for specific account activity by clicking All Activities.

Screen Shot 2022-12-22 at 9.17.42 AMSelect the account activity you would like to view by scrolling through the dropdown menu.

Screen Shot 2022-12-22 at 9.18.46 AMFilter for specific time period of activity by clicking Select Period.

Screen Shot 2022-12-22 at 9.19.36 AMSelect the time period you would like to view from the calendar menu. Then click Done to apply the filter.

Screen Shot 2022-12-22 at 9.20.49 AMGet more information about a specific activity by clicking View Details to the right.

Screen Shot 2022-12-22 at 9.22.46 AMA popup will appear with details relevant to the activity.

Screen Shot 2022-12-22 at 9.23.17 AM

To learn how to view all lead activity, click here.