How do I manage Activity Stream from contact cards in CRM?
In the Journey AI CRM, each contact has an Activity Stream to keep track of all the activities done for and by the lead. Following are the step-by-step instructions to use and analyze the information in the activity stream.
c. On the right side panel, you will find the Activity Stream, which shows the record of all the activities done for and by the contact.
d. The activities can be filtered by information Submitted, Communications, Management, and Monitoring activities.
e. As the default view, you can see all the activities. To filter the activities by any of the filters, you can click on the tick or cross sign to turn the filters on or off. To turn the filter on, ensure the sign beside it is the tick sign. To turn the filter off, ensure the sign beside is the cross sign.
For example -in the image below, to see only the communication activities with the contact, all the other filters are turned off, leaving only the communications one turned on.
f. With the Submits filter, you can check the submitted forms, imported details, manuals, and tour details. You'll be able to see all the submitted information. You can also mark the details as seen by clicking the mark as seen button.
g. With the Communications filter, you can check all the emails, SMS, phone calls, drips, blasts, and autoresponders sent and received by the contact. You can mark an activity by clicking on the mark as seen option beside the activity.
h. You can view the communications details (Drips/Blasts/Emails) by clicking the Show More button on the right-side panel.
i. With the Management filter on, you can check the details of the notes, tasks, documents, and assignments added to the contact by the agents. You can edit or delete the notes by clicking the edit | delete option beside the activity.
j. With the Monitor filter, you can check the clicks, opens, unit searches, site visits, unit views, subscriptions, validations, bounces, and updates related to contacts' or agents' activities through the Hyly.AI system.
k. The blue dots represent the activity done by the Hyly.AI system, and the orange dots represent the activity done by the prospects/residents.
l. You can mark an activity by clicking on the mark as seen option beside the activity.
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How do I update contact details in the contact card from CRM?
