Daily Activity Snapshots

We’ve introduced a new feature that makes it really easy to track the performance of your sales team - the Daily Activity Snapshots.

This new feature is available only to Admin users (regular users won’t see it). If you hover over Other Features in the Menu bar, you should see a new option ‘Activity’.

The daily activity snapshot allows once to easily see the day’s activities at a glance. You can think of it as a master activity stream pulling activities from all the activity streams of the leads. On the right corner around the top, you’ll see two textboxes - one that allows you to set the day and another that allows you to see a user’s activity for the day.

Perfect for managers to see what their team has been up to for the day without holding a meeting!|