| 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.
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| Marketing Automation | ✓ | ||||
| CRM Ultimate | ✓ | ||||
| CRM PRO | ✓ | ||||
| CRM Free | ✓ | ||||
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| Users: | |||||
| Administrators | ✓ | ||||
| Company Managers | ✓ | ||||
| Marketing Managers | ✓ | ||||
| Sales Managers | ✓ | ||||
| Salespersons | ✓ | ||||
| Jr. Salespersons | ✓ | ||||
Accessing the Activity Feed
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You can use the Activity Feed at any time and from any place within the SharpSpring platform. The Activity Feed is a default dashboard in the Launchpad and will always be available. To access the Activity Feed, do the following:
The Launchpad provides you with an at-a-glance look at your upcoming tasks, recent activity, and most important metrics. The Launchpad itself is a collection of different dashboards that house specific information. This information can largely be customized by using your created custom reports to better display the information that you want to see. The Launchpad will always display the Activity Feed dashboard, which provides information on the activities you or others have taken. |
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Note: By default, the Task Manager represented by an
 icon. However, if you have any pending or overdue tasks, the icon will instead change to a  number. The displayed number reflects how many tasks you should review. |
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However, you may want to display more than just your default dashboards. You can create your own custom reports and set them to be the default tab that you see when you first log in to SharpSpring during a given day. Refer to Launchpad Overview for more information on using custom reports with the Launchpad. |
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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.
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This information includes:
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Clicking the lead's name will take you to the lead's particular record. Clicking a specific activity icon will open that activity entry in the lead's Life of the Lead timeline. Clicking the activity name, such as an email title, will take you to that particular feature in SharpSpring.
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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. |
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Filtering Information
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.
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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. Hover over Lead Status and select any combination of the following available statuses to filter leads by their assigned status: |
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| Status | Description | |||
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Contact |
Anyone who should not be included in the sales process. | |||
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Contact with |
A contact that has been associated with an opportunity. |
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Open Lead |
This status is typically used for new, unprocessed leads before they are evaluated to be qualified or unqualified. |
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Qualified Lead |
A lead that meets the criteria you are looking for in a potential customer. |
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Unqualified Lead |
This lead does not meet the criteria you are looking for in a |
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Customer |
A lead that is associated with a won opportunity. | |||
| To filter displayed activities by individual owners, hover over Lead Owner and select the desired lead owner. Only one lead owner may be selected at a time. Hover over Activities and select any combination of the following content types to filter displayed activities by type: |
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Content Type |
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Description |
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Email Opens |
When a lead opens a Smart Mail, a Mail Sync email, an |
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Email Clicks |
When a lead clicks a link in a Smart Mail, a Mail Sync |
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When a lead likes, comments in, or is tagged in a |
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Form Fills |
When a lead fills out a form. |
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Incoming Emails |
When a lead replies to an email they were sent and that |
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Lead Assignment |
When a lead is assigned or reassigned a lead owner. |
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When a lead likes or comments in a LinkedIn post. |
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Media Links |
When a lead clicks a Media Center asset's trackable link. |
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Meetings |
When a lead books a meeting. |
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When a lead retweets or mentions a Twitter post. |
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Web Visits |
When a lead visits a tracked site. |
Entry Status
| The Activity Feed details at a glance whether or not an activity has been reviewed. New entries have not had their lead names clicked. These will have a dot next to the lead's picture that says that this is a new entry into the Activity Feed. When you click on a lead's name or the content that a lead interacted with, the activity entry will no longer be considered new, and the dot will disappear. |
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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.
Click  Pin This at the end of a highlighted lead entry to pin an activity. 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. |
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Auto-Notify Settings
| SharpSpring can be configured to automatically send lead owners a notification of when their leads visit their websites. Lead owners can configure these settings to determine the types of leads they will automatically receive notifications for. You can access these settings from the Activity Feed. Click Auto-Notify Settings to open the settings page. |
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