| The Activity Feed is a feature that keeps you updated on your most active leads as they open emails, view Media Center assets, interact on social media, visit your website, and more. This article will provide an overview of how to access the Activity Feed with information on how to use it to optimize your marketing and sales efforts.
|
Available with: | ||||
| Marketing Automation | ✓ | ||||
| CRM Ultimate | ✓ | ||||
| CRM PRO | ✓ | ||||
| CRM Free | ✓ | ||||
| Toolbar: | |||||
  |
|||||
| Users: | |||||
| Administrators | ✓ | ||||
| Company Managers | ✓ | ||||
| Marketing Managers | ✓ | ||||
| Sales Managers | ✓ | ||||
| Salespersons | ✓ | ||||
| Jr. Salespersons | ✓ | ||||
Accessing the Activity Feed
| You can use the Activity Feed at any time and from any place within the SharpSpring platform. Access the Activity Feed in SharpSpring's top toolbar by clicking  More Features > Activity Feed. |
|
|
The Activity Feed Window
The Activity Feed provides information on all sales activities, ongoing or completed, within an instance of SharpSpring. The window displays a collection of all interactions by leads with an instance of SharpSpring.
|
This information includes:
|
|
Clicking the lead's name will take you to the lead's particular record. Clicking a specific activity will open that activity entry in the lead's Life of the Lead timeline.
The Activity Feed shows information that is relevant to a user's specific user role. For example, Jr. Salespersons will only see activity from their leads, and they will not be able to toggle lead owner filter.
Filtering Lead Owners and Activities
The Activity Feed displays information the activities of many different leads. This means that there may end up being a great deal of information. You can filter this information by individual lead owners and activity types to better display what you are looking for. Filtered information will be displayed together at the top of the Activity Feed. All filters will remain even after you close the Activity Feed window. This makes it easier for you to pick up right where you left off.
| To filter displayed activities by individual owners, hover over Leads owned by and select the desired lead owner. Only one lead owner may be selected at a time. To filter displayed activities by type, hover over Activities and select any combination of the following content types: |
|
| Icon |
Content Type |
|
Description |
|
|
Email Opens |
When a lead opens a Smart Mail, a Mail Sync email, an |
|
|
|
Email Clicks |
When a lead clicks a link in a Smart Mail, a Mail Sync |
|
|
|
When a lead likes, comments in, or is tagged in a |
||
|
|
Form Fills |
When a lead fills out a form. |
|
|
|
Incoming Emails |
When a lead is sent a Smart Mail, a Mail Sync email, an |
|
|
|
Lead Assigned |
When a lead is assigned or reassigned a lead owner. |
|
|
|
When a lead likes or comments in a LinkedIn post. |
||
|
|
Media Links |
When a lead clicks a Media Center asset's trackable link. |
|
|
|
When a lead retweets or mentions a Twitter post. |
||
|
|
Web Visits |
When a lead visits a tracked site. |
Worked and Unworked
The Worked and Unworked statuses detail whether or not an activity has been reviewed.
| Unworked entries have not had their lead names clicked. When you click on a lead's name or the content that a lead interacted with, the activity entry will be considered as Worked. The Worked status shows that the lead activity has been reviewed. These statuses are applied to individual entries, and not to all activity related to a lead. |
|
|
Once an Unworked lead entry has been clicked, it will become a Worked lead. Worked lead entries cannot become Unworked lead entries. Worked and Unworked lead entries can be filtered. To filter these lead entries, click the Unworked term above the lead entries. |
|
|
Pinning Sales Activities
Filtering activities may get you only so far. You may want to keep an eye on a certain activity and come back to it as necessary. For this, you may want to consider pinning activities.
Pinning an activity will keep it above all other activities and display it at the very top of the Activity Feed. To pin an activity, click  Pin This at the end of a highlighted lead entry. Click it again to remove the pinned status. When filtering activities, any pinned activities that match the filter criteria will be displayed above all other activities. Pinned activities that do not match the filter criteria will not be displayed. |
|
|
Setting Favorites
| The Activity Feed provides you with the ability to set leads as favorites. Favorite leads can be accessed on the User Dashboard. To set a lead as a favorite, click  Favorite. Click it again to remove the status.Favorited leads will have the  Favorite status at the end of their name. |
|
|
