The Activities tab shows all the field activities your team has completed in an easy to access news-feed format. The feed is organized chronologically, with the newest activities listed at the top of the feed.
You can easily filter this data if you would like to view specific past activities.
To View Past Activities
To access the past activities, please use the following steps:
1. Click on the Activities tab and then click on the Filter icon to select filters to narrow down your data.
3. If you are using Territories, you can filter by your territories.
If you have the option to see your entire team you can filter here to choose between only you our my team.
You can select the date(s) for which you want to see your activities history, using the date filter.
Additionally, you can narrow down the criteria by filtering by your activity type.
You can filter your activities by type, and if you're using Forms, Audits and Sales documents you can click on the drop-down arrows next to them to narrow down to the specific Form, Audit or Sales document you need.
When you choose your filters, click on done top right to apply your filters in the Activities feed.