Review deal activity
Learn how to view and track all interactions with prospects in one place, including emails, meetings, and calls, to identify the right moments to follow up.
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.
- Prospect activity is shown in red.
- Your activity is shown in purple.
Where to find deal activity
Pipeline and forecast tabs
Navigate to Opportunities, select a deal, and go to the Activity tab to explore detailed insights.
Account and call pages
At the top of these pages, view a timeline of all activities related to the deal.
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.