Latest Activity columns help you track recent interactions with your contacts and deals at a glance. By adding these fields to your list views, you can quickly see when you last touched base—and prioritize who needs attention next.
Adding Latest Activity Columns to Your List View
- Navigate to your Company, People or Deals list view.
- Click the Columns icon at the top of your list view.
- Check the boxes next to the Latest Activity fields you want to display:
- Latest Activity Calendar Entry Category: Type of calendar task or event.
- Latest Activity Category: Type of activity (for example, call, email, meeting).
- Latest Activity Created: Date the activity was created.
- Latest Activity Description: Summary or content of the activity.
- Latest Activity Private: Yes/No – Shows if the activity is private or visible to other users.
- Latest Activity Updated: Date the activity was last edited.
Using Latest Activity to Prioritize Follow-Ups Once added, you can filter and sort by Latest Activity to stay on top of your pipeline. Here's how:
Filter by Date Range Identify contacts you haven't engaged with recently (e.g., 30+ days). This helps you re-engage leads before they go cold.
Filter by Category Review specific types of interactions—like filtering for "Email" to see who you last emailed, or "Call" to track phone follow-ups.
Combine with Other Fields Use Latest Activity alongside Status or Stage to build smarter workflows:
- Status + Latest Activity Date → Find prospects who need nurturing
- Deal Stage + Latest Activity Category → See which proposals need a follow-up call
- Latest Activity Description → Get quick context without opening the record
💡 Pro Tip: Save your filtered views and share them with your team so everyone stays aligned on priorities.
Need help? Contact support at customercare@pipelinecrm.com.