Access your Activity center via the navigation bar on the left side of any AIQ screen. Use the filters at the top of the feed to sort activities by client, transactions or activity related to a particular milestone (tour, proposal etc)
3 quick Activity center wins:
1 | Click on 'All Activity' to filter to specific events or Companies.
2| Click on the activity to view further details.
Click 'Go to Transaction' to be navigated to the deal.
3| Keep track of what you're clients are saying with 'Comments'.
From the 'Activity' filter select 'Comments'. All comments will be nested under the client and property name. Continue to filter by client or transaction to further drill in.
