Activity
Open it from Activity in the Pulse sidebar. Use it to catch up on what's happened across your accounts, newest first. For only what's new since your last visit, see the New tab of the Overview's Inbox.
The Activity screen
| Part | What it shows / does |
|---|---|
| Customer activity | The feed, newest first, 15 rows a page. The heading shows the period, such as last 12 months, or the dates of a custom range. Use Previous and Next to page through. |
| Rows | What happened, which account, the value (for orders, quotes and carts) and the date. A message row also shows what the customer wrote. |
| Show | Choose which kinds of activity to list. Each option shows how many there are in the period. With none chosen, it shows All. |
| Source | Where order details come from, such as your eCommerce platform, and when they last synced. Hover over it to check. |
With nothing in the period, the feed shows Nothing in this window.
What the feed shows
The feed lists 5 kinds of activity. Each row opens the record behind it.
| Kind | Rows | Opens |
|---|---|---|
| Orders | Each order once, on the day it was placed: Order placed while it's processing, Order shipped once it has shipped, with the order number. | The order |
| Quotes | Quote raised, with the quote reference and its status, such as open or accepted | The quote |
| Carts | Cart in progress or Cart abandoned, with the number of lines and where it was built, such as the storefront or quick order, on the day it was last changed | The cart |
| Forms | Trade application, with the business name, the contact's name and the application's status | The application |
| Messages | Replied on order or Replied on quote, with what the customer wrote | The order or quote, at its timeline, so you can reply |
A cart counts as abandoned once nobody has touched it for 3 days, or the number of days chosen under Abandoned after on the Carts page. Messages are only the customer's: your own replies and internal notes aren't listed.
Filter the feed
Narrow the feed to the activity you care about, or to a different period.
- Click Show and choose the kinds you want, such as Quotes and Carts. You can choose more than one.
- To change the period, click the date range at the top right of the page and choose a range.
More detail
The Activity feed only lists orders placed through your storefront. See Where the figures come from.
Open a record
- Click a row to open the order, quote, cart or application in a panel. A message row opens the order or quote at its timeline.
- To open the account instead, click the account name in the row. Trade applications don't have an account yet, so their name isn't a link.
From the panel you can act on the record, for example finish a customer's cart for them or approve an application. See Account, order and quote details.
FAQs
Activity is for what customers did. Your logged outreach, tasks and reminders are on each account's Timeline, with the customer's orders and quotes. See The account timeline.
Check the date range covers the day it was placed and that Orders is ticked under Show. Orders placed outside your storefront don't appear in Pulse.
Click the message row to open the order or quote at its timeline, and reply there. To see every customer waiting on a reply, use the Messages tab of the Task List.
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