When you and your team interact with clients, keeping everyone updated is a key element of success. Activity Cards help ensure your team is aware of major actions and events, so everyone stays informed without the hassle of switching between different platform sections. These cards allow you to edit and manage appointments, contact preferences, and more seamlessly. Let’s break down some of the cases where you’ll see Activity Cards in action!
Appointments #
Whenever an appointment is created, rescheduled, or canceled, you’ll see an Activity Card in the conversation panel. This helps you stay updated on your schedule without needing to switch between screens. Clicking the card lets you edit appointment details easily while staying in the conversation panel.
In the pop-up, you can find the full Appointment details.
Invoices #
When it comes to invoices, the Activity Card appears when an invoice is sent to a contact or when payment is received. By clicking the card, you’re smoothly taken to a new tab where you can see all the details of the invoice.
Do Not Disturb (DND) #
Activity Cards notify you as soon as a contact is marked as Do Not Disturb or removed from the DND list. These cards give you clarity on the contact’s preferences, making sure you know how best to communicate with them.
Contact Fields #
Whenever a contact shares their information, the corresponding contact field is updated automatically. You can see when an automatic update was done by checking for these cards and clicking them to view more information, if needed.
Opportunities #
Activity Cards related to opportunities pop up as soon as a new opportunity is created, updated, or deleted. This keeps you in the know about potential leads right from the start. With just a click on the card, you can jump right in and make changes in real-time, without going to different parts of the platform.
Activity Cards guarantee that everyone on your team is on the same page and give you quick access to the events happening to the contacts, helping everyone have smooth and positive interactions and maintaining organization across the board. And now, you know how to use them to their maximum potential!
Frequently Asked Questions #
What are Activity Cards in Conversations? #
Activity Cards keep your team informed of major actions and events on a contact, letting you view and manage appointments, invoices, contact preferences, and opportunities without switching platform sections.
When does an appointment Activity Card appear? #
An appointment Activity Card appears whenever an appointment is created, rescheduled, or canceled, and clicking it lets you edit the details within the conversation panel.
What happens when I click an invoice Activity Card? #
Clicking an invoice Activity Card takes you to a new tab where you can see all the details of the invoice. These cards appear when an invoice is sent or payment is received.
Do Activity Cards show Do Not Disturb changes? #
Yes. Activity Cards notify you as soon as a contact is marked as Do Not Disturb or removed from the DND list, giving you clarity on their communication preferences.
How do Activity Cards handle contact field updates? #
When a contact shares information, the corresponding contact field updates automatically, and you can click the card to view more details about the automatic update.
Can I manage opportunities from an Activity Card? #
Yes. Opportunity Activity Cards appear when an opportunity is created, updated, or deleted, and clicking one lets you make changes in real-time without leaving the conversation.
