Track the activity stream of opportunities, companies, contacts and agreements

Track important activities history on your opportunities, companies, contacts, and agreements: what action was performed, by whom, and when.

Overview

Plan availability: Essential/Advanced
Required user role: Manager

The activity stream is here to help you:

• Prepare meetings with partner companies. Check the last meetings you had with them, and the stage and status of the opportunities tied to this company.
• Report internally on your opportunities. Understand how your opportunities evolved over time when they changed status and stage, who was involved, etc.
• Enhance corporate memory, traceability, and compliance. Track who performed the actions and when.

The activity stream is materialized by a timeline that opens on a dedicated panel on the right of the opportunity. 

For each activity, the timeline displays:

• The action that was performed.
• The name of the user who performed the action.
• The date the action was performed.
• For meetings, tasks, and evaluations, a link to the relevant item.

The activity stream displays the most recent activities on top of the timeline and categorized them into chronological sub-categories: Upcoming, Last 7 days, Last 30 days, and Earlier.

Activities generated by meetings, tasks, and evaluations are specifically highlighted by a frame in the timeline.

Opportunity activity stream

At the opportunity level, the timeline includes:

• The discovery date of the opportunity, a link to the initial initiative, and the source if available. Note that the discovery date is when the project started and can differ from the creation date of the opportunity. 
  
• Status and stage updates, with reasons.
  
• Priority and confidence updates.
  
  
• Past and future meetings.
  
• Ongoing and closed evaluations.
  
• Completed and due tasks.
  
• If the opportunity was moved or cloned to another initiative.
  

• If the opportunity ownership was reassign to another user.
  
  

• When a contact was linked to the opportunity, with the link to this contact (and with the role if available). 
  
• When you add an agreement to the opportunity.
  

Company activity stream

At the company level, the timeline includes:

• The creation of the company, the links to the initial initiative and the related opportunity, and the source if available.
  

• Past and future meetings.
  

• The main activities (like status and stage changes) of all related opportunities.
  

• When the contact was associated with the company, with the link to the contact (and with the job title if available).
  

• When you add an agreement to the opportunity.
  
• When you link two companies together.
  

Contact activity stream

At the contact level, the timeline includes:

• When the contact was associated with a company, with the link to this company (and with the job title if available).
  

• When the contact was linked to an opportunity, with the link to this opportunity (and with the role if available). 
  

• Past and future meetings the contact attended or will attend.
  

Agreement activity stream

At the agreement level, the timeline includes:

• The creation date of the agreement.
  
• Updates on the agreement's status.
  
• Field updates.
  

Filter the activity stream's information

To easily find the information you're looking for in the activity stream, you can apply filters at the top of the activity stream panel, based on the following categories: Emails, Interactions, Status and Next Steps, Tasks, Transitions, and Updates. 

By default, the activity stream is filtered based on Updates, Transitions, and Interactions. You can add or remove any categories.

Specifications

User access

Activity streams are displayed based on user access rights:

• In company timelines: Activities from opportunities that are restricted at the initiative level (private initiatives) are only displayed for authorized users of this initiative.

• In company and opportunity timelines: Activities from private meetings are only displayed for users set as attendees at the meeting level.

Pre-existing activities shown in the activity stream

• For all your opportunities and companies created in Inpart Deal before the Activity Stream feature release (March 7, 2023), the activity stream may not cover all the changes made prior to the release.

• After the Activity Stream feature release (March 7, 2023), for imported opportunities, the activity stream will also only show the creation date of the opportunities (i.e. the import date).

Filter options

The activity stream filters offer six options to display the following information:

• Emails:
  • When an email is uploaded to an opportunity or a company.
• Interactions:
  • When a meeting is linked to an opportunity or company.
  • When an agreement is linked to an opportunity or company, or unlinked.
  • When a company is added to the opportunity's related companies.
  • When a company is linked to another one.
• Status and Next Steps:
  • When the status of an opportunity is changed.
  • When a status update is added to an opportunity.
  • When the status of a linked agreement to an opportunity or a company is changed.
• Tasks:
  • When the due date of an opportunity task has been updated.
  • When an opportunity task has been completed.
  • When the due date of an opportunity evaluation has been updated.
  • When an opportunity evaluation has been completed.
• Transitions:
  • When the active stage of an opportunity has been changed.
  • When the deal type of an opportunity has been changed.
• Updates:
  • When the priority of an opportunity has been updated.
  • When the confidence of an opportunity has been updated.
  • When an opportunity has been reassigned to another owner.
  • When an agreement has been reassigned to another owner.
  • When an agreement's expiration date linked to a company has been updated.
  • When an agreement's expiration date linked to an opportunity has been updated.
  • When the tier of an agreement has been updated.
  • When a contact has been linked to an opportunity.