The User Activity page allows CRM users to look back at their own recent CRM activity, but importantly allows managers within the business to see the team's CRM activity. For example, as a Sales Manager, you may want to know what your Sales team have been working on recently before your daily morning meeting, so using the User Activity page, you could quickly review each CRM user.

To access your CRM Activity, go to the navigation menu and select Settings > Personal Settings. Or, click on the more options icon (three dots) beside your profile name in the navigation menu, and select 'My Settings'.

To view your own recent CRM activity, simply click on the 'Activity' page on the left-hand side. Here, you'll be able to see your recently accessed records, as well as things like Documents you've sent to customers and Tasks you've set.

Please note: you'll need CRM Admin rights in order to follow the steps in the rest of this article.

To view your team's CRM Activity, go to the navigation menu, select Settings > System Settings, and type in 'Configure Users'. Alternatively, just visit this link to take you straight there.

Here, you'll see a full list of all your CRM users, and can click the pencil icon next to each one to see what specific users have been working on recently.

By clicking the 'Activity' page, you'll find their recently accessed records, as well as things like Documents they've sent to customers and Tasks they've set.