Team Activity

Team Activity is a live feed of what everyone on your team has been doing: emails, texts, calls, notes, appointments and more, including what Claire did.

Owners, admins and team leads

Only owners, admins and team leads can open Team Activity, and only in workspaces with a team.

Open Team Activity from the left menu, under Team.

Filtering the feed

Use the filters at the top to narrow it down:

• Search by what happened or by a contact's name.
• Member: everyone, just you, or one person.
• Type: for example Email, SMS, Calls, Replies, Notes, Appointments, Deals, Tasks or Handoffs.
• Source: Everything, People or Claire.
• Time: any time, or the last 24h, 7d or 30d.

Click Clear filters to start again. Your filters stay in the page address, so you can bookmark a view or send it to someone.

Click Load more at the bottom to see older activity.

Why the Claire filter matters

Claire sends on behalf of the agent a contact is assigned to, so her messages are recorded under that agent's name. For contacts with no assigned agent, they are recorded under the workspace owner's name. Choose People to see only what your team did, or Claire to see only what she did.