🔍 1. Navigating to Activities
Click Activities in the left menu.
Instantly see a chronological list of all events across your accounts.
❗️ Just like on the Dashboard, your last filter selection sticks. Pick once and your view stays.
📋 2. Table Breakdown
From left to right, here’s what each column tells you:
Account Name 🏢
• Which account the activity belongs toActivity Date 🗓️
• When the event occurred (sort ascending/descending)Account Owner 👤
Event Type 🎯
• Type of activity (Task, Meeting, Call, Email, SMS, etc.)Activity Source 🔗
• Where is the data from? (Sales Manager, Customer, CRM, Other)View account in bont or CRM 💻
• Use the icons at the back to view the account in bont or in your CRM
🎛️ 3. Filters & Search
Filters icon top-right—drill down by Sales Manager, Sales Team, Activity Type, Activity Source and Account Name
🥊 Pro Tips
• Spot Inactivity: Sort by Activity Date 🔽 to find accounts with no recent touches—plan a re-engagement!
• Audit Your Process: Filter to Other sources to see imported or automated events vs. manually logged ones.
• Focus on High-Value: Combine Activity Type + Account Owner filters to track only key execs’ top accounts.
• Bulk Actions: Select multiple rows (checkbox appears on hover) to mark tasks complete or export logs.
🎉 That’s your Activities hub—your single source of truth for every move in your sales playbook. Next up: Forecasting & Reporting to tie activities back to pipeline outcomes!