Activity trends of a single opportunity or account
2 min read - updated few hours ago
Full transparency of talks for the best guiding¶
All emails and meetings of an Opportunity or an Account in one place.
On this chart, you can find all communication scattered on the time line. Data plots correspond to one of three types of activity: a meeting, an inbound, and an outbound email. Besides the data plots, important changes such as Close Date Change, Amount Change, First and Last Touches also get reflected on the chart for easier pipeline analytics.
Drill down to the point
By clicking on any given data plot, you can see the actual communication activities in the pop-up, from which you can read any given email or see details of a meeting.
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