Streamlining Your Workflow with Activity Cards in Conversations

We're thrilled to unveil a game-changing feature that will enhance your experience on our platform—Activity Cards. These dynamic additions are designed to provide a streamlined view of crucial updates, offering you real-time insights to help you make informed decisions more quickly. Think of Activity Cards as your personal dashboard, giving you instant access to what's happening right now.

Activity Cards centralize all the information you need in one place. Whether you're managing opportunities, appointments, contact preferences, or invoices, everything can be handled directly from these cards. This means no more navigating through different sections of the platform—just a smooth, efficient user experience.

Here’s a closer look at the four types of Activity Cards:

1. Opportunities:

Whenever a new opportunity is created, modified, or removed, an Activity Card related to opportunities will appear. This ensures you're always up to date with potential leads. By clicking 'View Opportunity' on the card, you can instantly access and adjust the opportunity, all without leaving the current view. 

2. Appointments:

Every time an appointment is scheduled, changed, or canceled, you'll receive an Activity Card in the conversation area. This allows you to keep track of your calendar without switching screens. With the 'View Appointment' option, you can modify appointment details directly from the conversation panel. 

3. Do Not Disturb (DND):

You'll be notified through an Activity Card whenever a contact is added to or removed from the "Do Not Disturb" list. These cards make it easy to stay aware of a contact's communication preferences. 

4. Invoices:

For invoices, an Activity Card will appear when an invoice is sent or when a payment is received. Clicking on 'View Invoice' will open a new tab, allowing you to review all invoice details seamlessly.