Viewing Team Activity

Team Activity Log

Keep track of what your team is doing across the platform.

1. Go to Activity

   Click Settings → Company tab → Team, then view the activity section.

2. View recent actions

   See a timeline of all team actions

3. Filter by member

   Focus on specific team member's activity

4. Filter by type

   Filter by action type: leads, clients, invoices, etc.

Tips

• Use activity logs to identify training needs
• Review regularly to ensure consistent team performance