Activity trends of a single opportunity or account¶
2 min read - updated few hours ago
Review communication with the Account¶
The Activity trends block displays all communication with the Opportunity as dot plots on a timeline:
* Phone calls
* Meetings
* Inbound emails
* Outbound emails
This block is handy when you need to get more insights into how the Sales Rep has been handling the deal.
Review the timeline to see how consistent communication was and identify any gaps. All changes in Opportunity Close date and Amount are marked on the timeline so that you can analyze the communication prior and identify positive or negative events that contributed to it.
Click on any given plot on the timeline to see the details of communication activity in the pop-up dialog. Here, you can read any given email or see meeting or call details.
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