Review deal activity
Understanding the full scope of deal activity gives you a clear picture of what is actually happening. Outdoo AI provides a visual map of deal activity so you can drill down into every interaction at the moments that matter most.
In the activity timeline, each participant is marked with a colour:
- Your team (internal participants) is shown in purple.
- The customer (external participants) is shown in green.
- Participants who couldn't be identified are shown in dark grey.
Where to find deal activity
Deal page
Go to Opportunities > Pipelines, click a deal name to open the deal page, and select the Activity tab to see every interaction on the deal.
Account page and call pages
On the deal page, click Review Account to see the activity timeline for the whole account. On a call page, click the account name to open the account's activity panel.
What counts as deal activity?
Deal activity includes all interactions between you and the prospect, such as:
- Emails, including calendar invitations.
- Meetings scheduled in your calendar.
- Recorded calls, including web conferences and telephony calls captured by Outdoo AI.
How Outdoo AI helps
With Outdoo AI's activity tracking you can:
- See every touchpoint with your prospect in one place.
- Monitor their engagement with shared materials in real time.
- Identify the right moments to follow up based on their level of activity.
Hope this article was helpful. For any queries, please write to support@outdoo.ai