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CRM: Contact Profile - Activity Tab
CRM: Contact Profile - Activity Tab
Katherine Semenowa avatar
Written by Katherine Semenowa
Updated over a week ago

What is the Activity Tab?

  • The Activity tab is a part of each Contact's Profile in the CRM.

  • It's a place where you can send messages, keep track of events, and manage tasks related to that Contact.

  • It also shows activities from all LinkedIn Sender Profiles/inboxes of your team, even those that have been deleted.

Types of Activities

The following Activities can be displayed in the Contact's Profiles:

  • lead created

  • added to flow (Automation)

  • flow (Automation) cancelled

  • flow (Automation) finished

  • flow (Automation) failed

  • tags added

  • tags removed

  • synced CRM

  • LinkedIn connection request sent

  • LinkedIn connection request accepted

  • LinkedIn connection request withdrawn

  • LinkedIn blocked

  • LinkedIn message sent

  • LinkedIn message replied

  • LinkedIn opened

  • LinkedIn link clicked

  • Sender Profile changed

  • LinkedIn post liked

  • LinkedIn skills endorsed

  • LinkedIn profile visited

  • LinkedIn post commented

  • pipeline stage changed

  • list changed

  • email sent

  • email replied

  • email opened

  • email bounced

  • email link clicked

  • email lead unsubscribed

  • enriched

  • LinkedIn message opened

Why Use the Activity Tab?

  • The Activity tab helps you keep all information and interactions with a Contact in one place - including messages

  • You can use this information to perform tasks, set up automation, send emails, and message the Contact

  • You can filter the Contacts by those Activities to re-engage with them

How does the Activity Tab work?

Logs: From this tab, you can view full logs about the events, completed tasks, and history of messages or emails to the Contact, including the history with the deleted Sender Profiles. You can see up to 1000 latest log entries

Tracking Statuses: You can track various statuses from the Activity tab.

Send LinkedIn Messages: from the Activity tab you can send LinkedIn messages and emails to the Contact with multiple Sender Profiles from one page:

  • from the CRM choose the Contact and click on its entry

  • a sliding window will open on the Overview tab. Click on the Activity tab to open it

  • at the bottom you will see a text filed and settings: Sender Profile, LinkedIn/Email, Attach and GPT Prompts

  • choose the Sender Profile you want to send the message from

  • type in your Message

  • attach files: click on 'attach' and choose the files from already uploaded or upload new ones. The file size limit is 20MB.

  • Use prompts: click on 'GPT prompts' and choose either creating a new Prompt or using Text templates. If you decide to create a new prompt, you will be redirected to the Templates. If you use text templates, all the variables inside the template will be replaced with data from the Contact's Profile.

  • click on send - the message will be forwarded to the server to be sent and then sync the status of delivery, so it can take a couple of seconds to be displayed as delivered.

If the Contact isn't in your Sender Profile's Connections on LinkedIn, you won't be able to send them a message

If you haven't contacted the Contact yet, the suggested Sender Profile would be the one that's first in the list of Sender Profiles. If you already contacted the Contact, the suggested Sender Profile would be the last that engaged with the Contact

Send Emails:

  • from the CRM choose the Contact and click on its entry

  • a sliding window will open on the Overview tab. Click on the Activity tab to open it

  • at the bottom you will see a text filed and settings: Sender Profile, LinkedIn/Email, Attach and GPT Prompts

  • choose the Sender Profile you want to send the email from

  • Type in the text of the Email and its Subject (if you already sent/received Emails from that Contact, you can use the reply option so the Emails are all kept in one thread)

  • Use prompts: click on 'GPT prompts' and choose either creating a new Prompt or using Text templates. If you decide to create a new prompt, you will be redirected to the Templates. If you use text templates, all the variables inside the template will be replaced with data from the Contact's Profile.

  • Click on send - the email will be forwarded to the server to be sent and then sync the status of delivery, so it can take a couple of seconds to be displayed as delivered.

On variables

If you use templates with variables in messages, upon implementing the template all the variables will be replaced with the information from the Contact's profile, with no option to change the variable (you can freely edit the text).

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