What Activities Track on Individual Records

In Digital Sales, the Activities panel and page on each record track and display a broad range of activities, not just the tasks and appointments you see in the Activities work area. Activities tracked include email exchanges, notes, call logs, past and future tasks and appointments, as well as recent updates to the record itself. The application tracks these activities on accounts, opportunities, contacts, and leads.

The Activities page on individual records tracks important updates in chronological order, sometimes called the activity stream. For example, the list of activities for an opportunity may show that the opportunity was reassigned to a different owner, that an appointment is scheduled for the next day, or that a task has been created. Administrators can determine what information gets displayed, but don't think of activities as an audit trail. Not all updates are tracked.

Here's a screenshot showing both pending activities and the record of recent updates for a contact. The items under the Matt Hooper Updated Contact heading lists the important changes Matt Hooper made to the account during one edit. Each time you save, the application creates another heading with a time stamp.