The Activity Feed shows a running timeline of everything that happened on a company, person, or deal, so you can review interactions and spot changes without leaving the record.
Find the Activity Feed
- Open the company, person, or deal you want to review.
- Scroll to the Activity Feed tile on the profile page.
Filter by Activity Type
Use the Activity Type filters at the top of the feed to switch between broad groups of updates.
Filter
What it shows
All
Everything on the record
Activities
Logged activities, including your own categories like calls or voicemails
Emails and tracked email actions, such as opens and clicks
System Updates
Changes Pipeline CRM records for you, such as a deal stage change or a company converted to a customer
Filter by Time Period
- Open the Time Period filter.
- Choose Any time, Today, Yesterday, or Custom.
Filter by Activity Category
Categories are narrower than activity types. Each entry in the feed has one category, so you can show only calls, only eSign updates, and so on.
- Click the filter icon in the feed.
- Select the categories you want to see.
Every account has these system categories:
- CalendarEvent
- CalendarTask
- Deal
- Trackable Email Action
- Customer
- Company
- Person
- Instant Doc
- Esign
Admins can add more categories for your account. See Manage Activity Categories.
Find Notes from Your Tasks and Events
Notes you add to a task or event show up in the Activity Feed of the record it's linked to.
- Open the company, person, or deal the task or event is linked to.
- In the Activity Feed tile, click the filter icon.
- Select CalendarTask or CalendarEvent.
To find notes across every record at once, use the Activity Report.
To review a deal's stage history, see Track Deal Stage Changes in Pipeline CRM.
Need help? Contact support at customercare@pipelinecrm.com.