Help Center

The Activity tab within a contact's profile in the CRM mobile app provides a chronological feed of their history. This allows you to quickly review past interactions like form submissions, calls, and appointments directly from your phone, giving you the context needed for your next step with the contact.

Benefits of the Activity Tab

Accessing a contact's activity timeline on your mobile device offers several key advantages for your team:

Save Time: Review a single, unified timeline instead of searching through multiple applications or notes.
Make Informed Decisions: Understand recent engagement before making a call or sending a message, helping to close deals faster.
Improve Service: Equip sales and support teams with the same factual history to provide consistent, well-informed responses.
Work Efficiently: Qualify and manage contacts directly from your mobile device without needing a desktop.
Reduce Errors: Base your actions on recorded activity data rather than memory.

Understanding the Activity Timeline

The Activity tab presents a chronological list of all recorded events for a contact. You can scroll through this feed to see the contact's journey and identify their most recent actions.

Using Activity Filters

For contacts with extensive histories, you can use filters to narrow down the timeline. Available filter options help you quickly find specific types of activities, such as calls or form submissions, making it easier to locate relevant events.

Viewing Activity Details

For many activity items, you can tap on them to view more detailed information. The level of detail available depends on the specific type of activity and the mobile app's current capabilities for that event.

Mobile and Web Experience

The mobile Activity tab is designed for quick, on-the-go access. While it provides a comprehensive overview, some detailed features or interaction options available on the web version of the CRM may not yet be fully supported in the mobile app.

How to Access the Activity Tab

Viewing a contact's activity on mobile is straightforward and requires no special setup, provided you have the correct permissions.

Open the CRM mobile app on your iOS or Android device.
Navigate to the Contacts section.
Select the contact you wish to review.
Tap on the Activity tab within the contact's profile.
Scroll through the timeline to review events.
Use the available filters if you need to narrow the list.
Tap on an activity item to see more details, if supported.

Use the context from the timeline to plan your next action, whether it's a follow-up call, message, or scheduling an appointment.

Frequently Asked Questions

Is the Activity tab available on both iOS and Android?
Yes, the feature is available in the CRM mobile app for both iOS and Android devices.

What types of activities can I see?
You can see various contact events stored in the CRM, such as form submissions, calls, appointments, and more. The specific activities shown depend on the contact's history and your user permissions.

Why can't I see a specific activity on mobile?
Activity visibility depends on your permissions, the data associated with the contact, and whether that specific activity type is supported in the mobile app. You may need to check the contact's record on the web version for comparison.

Can I filter the activity timeline?
Yes, filter options are available to help you manage long activity lists. The specific filters may vary.

Can I tap an activity for more details?
Yes, for many activity types, tapping on an item will display additional details. The amount of information shown can vary by activity type.

Is the mobile activity timeline identical to the web version?
Not always. The CRM platform is continuously improving, but there may be differences in detail or functionality between the mobile and web experiences.