📋 Activity Feed Overview in Deal Manager
The Activity Feed in Deal Manager provides a centralized view of all user and system-generated activities related to deals, tasks, and CRM objects. This guide explains how to access, use, and manage activity feeds across various pages and dashboards.
🧭 Where to Find the Activity Feed
Deal Dashboard
On the Deal Dashboard, the Activity column includes a link to the deal’s activity feed.
You can access it by:
Clicking the Add/View hyperlink.
Clicking into the object and selecting the green Activity Feed flyout.
CRM Main Menu
Navigate to CRM > Activity Feed from the main menu.
This page displays task activity across all deals in one centralized location.
📌 What You Can View in the Activity Feed
System Activities
To include system-generated updates, select System Activities from the drop-down menu.
Examples of system activities:
Deal stage changes.
Document uploads.
User-Added Activities
Users can manually add various types of activities:
Activity Type | Description |
Notes | Add comments; mention users to notify them. |
Tasks | Create and assign to one or multiple users. Custom task types can be configured in Company Settings. |
Emails | Send emails that link recipients to the related object. |
Log Activity | Record actions with optional comments and contacts. |
Tours | Create tours directly from the feed; select spaces and properties. |
Events | Schedule events with team members, contacts, and comments. |
Each activity can be marked as Public or Private.
📅 Activity Calendar
Located at the top right of Deal Manager, under the calendar icon.
Displays a calendar view of activities assigned to the user.
Use the Export option to download your activity calendar for a selected date range.
🛠️ Managing Tasks in the Activity Feed
Task Actions
From the CRM Activity Feed page, users can:
Mark tasks as Complete
Postpone tasks
Archive tasks
Edit tasks
Task Filters and Tabs
At the top of the page, users can filter and organize tasks using tabs:
New Activities (default view)
Open Tasks
Upcoming Events
Tagged Tasks (tasks where the user is mentioned)
Assigned Tasks
Tasks You’ve Tagged
📤 Exporting Activity Data
You can export activity data to Excel in two places:
Deal Activity Feed: Export the feed for a specific object.
CRM Activity Feed Page: Export all activities shown in the current tab.
📞 Contact Support
If you need help with the Activity Feed or encounter any issues, please contact our support team:
Email: [email protected]
Phone: +1 (800) 555-0199
Live Chat: Available in the bottom-right corner of the Deal Manager interface