Stakeholder activities

Activities button on Stakeholder Detail

Stakeholder activities

Activities is the side drawer for stakeholder change history. Use it when you need to explain how a stakeholder field, CRM link, type, traffic light, targeting state, or related data changed.

Open Activities

Activities button on Stakeholder Detail

Image guide: This first screenshot shows the header action that opens the drawer.

Read the drawer

Stakeholder activities drawer

Image guide: This screenshot belongs to Activities. The drawer lists dated activity records. Start with the newest activity and move backward.

Filter activity history

Stakeholder activities filter button

Image guide: The Filter button belongs to the Activities drawer, not the main stakeholder table.

Stakeholder activities filter modal

Image guide: The activity filter modal supports date and activity-type narrowing. Clear filters before deciding there is no relevant older activity.

What Activities can show

Activities can include stakeholder creation, CRM connection changes, targeting requests, ad targeting start or end changes, type changes, traffic light changes, and field edits made by users or system workflows.

Review pattern

  1. Open Activities.
  2. Scan newest records first.
  3. Filter if needed.
  4. Compare activity history with current Profile and Ad Targeting state.
  5. Clear filters before closing the drawer.

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