Events and activities
Events and activities
Events and Activities connect account activity to commercial execution and record history.
Image guide: this screenshot shows the account Events timeline with event cards, filters, participants, and notes access.
Events on an account
Image guide: this screenshot shows the account Events timeline with event cards, filters, participants, and notes access.
The Events section shows meetings, calls, notes, emails, and other timeline records associated with the account. It can use timeline presentation with date grouping and filters.
Use Events when:
- You need to catch up before an account conversation.
- You want to see the meetings and notes connected to the account.
- You need to understand which stakeholders or teammates were involved.
- You need to create or review a follow-up event.
Event filters
Image guide: this screenshot shows the account Events timeline with event cards, filters, participants, and notes access.
Event filters can narrow by date range, event type, owners, or stakeholders. Clear filters before assuming there is no history.
Activities
Image guide: this screenshot shows the account Events timeline with event cards, filters, participants, and notes access.
Activities are audit-style change records. Use Activities when you need to know who changed an account, field, status, owner, targeting state, or related data.
Deals beside events
Image guide: this screenshot shows the account Events timeline with event cards, filters, participants, and notes access.
Deals and Events should be read together. Deals show opportunity state; Events show what happened around that opportunity or account.
Related Articles
Image guide: this screenshot shows the account Events timeline with event cards, filters, participants, and notes access.