The Activities Page

    🔍 1. Navigating to Activities

    1. Click Activities in the left menu.

    2. Instantly see a chronological list of all events across your accounts.

    ❗️ Just like on the Dashboard, your last filter selection sticks. Pick once and your view stays.

    📋 2. Table Breakdown

    From left to right, here’s what each column tells you:

    1. Account Name 🏢
      • Which account the activity belongs to

    2. Activity Date 🗓️
      • When the event occurred (sort ascending/descending)

    3. Account Owner 👤

    4. Event Type 🎯
      • Type of activity (Task, Meeting, Call, Email, SMS, etc.)

    5. Activity Source 🔗
      • Where is the data from? (Sales Manager, Customer, CRM, Other)

    6. View account in bont or CRM 💻
      • Use the icons at the back to view the account in bont or in your CRM

    🎛️ 3. Filters & Search

    • Click the Filters icon on the top-right to drill down by Sales Manager, Sales Team, Activity Type, Activity Source and Account Name

    🥊 Pro Tips

    • Spot Inactivity: Sort by Activity Date 🔽 to find accounts with no recent touches and plan a re-engagement!
    • Audit Your Process: Filter to Other sources to see imported or automated events vs. manually logged ones.
    • Focus on High-Value: Combine Activity Type + Account Owner filters to track only key execs’ top accounts.
    • Bulk Actions: Select multiple rows (checkbox appears on hover) to mark tasks complete or export logs.

    Published