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 could have a quick review of what each CRM user has been up to.
How to View Own CRM Activity
Step 1: Go to About Me
Click on your CRM Avatar (profile picture or initials) in the top right-hand corner of the CRM and select 'About Me'.
Step 2: Select Activity
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/Recalls you've set.
How to View Team's CRM Activity
Please note: you'll need CRM Admin rights in order to follow the steps in the rest of this article.
Step 1: Go to Settings Centre
Navigate to the Settings Centre by clicking the cog in the bottom left-hand corner of the CRM, and type in 'Configure Users'. Alternatively, just visit this link to take you straight there.
Step 2: View User Activity
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/Recalls they've set.