Hello, small business owners! We’re excited to share some fantastic updates to our CRM that will make managing your contacts even easier and more efficient. The redesigned Contacts → Activity section is here to streamline your workflow and help you stay organized!
📌 Why This Matters
Understanding the activities linked to your contacts is vital for maintaining strong relationships and boosting productivity. This redesign enhances your ability to easily track interactions, ensuring you never miss an important communication. With these upgrades, you’ll find the information you need at your fingertips, leading to faster decision-making and improved customer engagement.
✨ What’s New
- New Event Icons: Each activity type now has a unique icon, allowing for quick recognition at a glance.
- Date Groupings: Activities are organized under headings like “Today” and “Yesterday,” making it easier to navigate your timeline.
- Clickable Event Cards: Each card provides details like title, timestamp, and campaign/source labels, all in one convenient click.
- Database Optimizations: Enjoy quicker loading times and more reliable data thanks to significant backend improvements.
- Responsive Design: Experience enhanced layouts that work seamlessly on both desktop and tablet devices.
🛠️ How to Use It
- Step 1: Activate the new feature by navigating to Settings > Labs > Activity Section Upgrade and toggle it on.
- Step 2: Go to Contacts → Activity to view your redesigned activity section.
- Step 3: Click on any event card to see detailed information.
- Step 4: Click the link icon on any event to be directed straight to that external URL.
💡 Pro Tip
Quickly access relevant records or external URLs by clicking on the event links from the cards, and use date headers to collapse older activity for easier management.
➕ What’s Next
- More Activity Types: Look forward to new event categories, such as SMS and form submissions, coming soon!
- Attribution Filters & Columns: Future updates will allow you to filter and display attribution data directly in your activity stream.
Keep an eye out for these changes, and enjoy the improved efficiency in managing your customer interactions! Happy connecting!
