Activity log
We need the activity list to include the date added and ability to sort by that, so it is easy to see your daily activity for Activities or Notes entered and so that you can sort it by day.
We provide salespeople the ability to see daily activities from a data card on the Home dashboard.
Add the Today’s Upcoming Activities data card in order to view the next 3 hours of activities on a mini calendar view or click the link to view all of today’s Activities.
It’s simpler than going to your Activity list and messing with sort options, and we’ve found many user build up a simple work flow on the home page of things that they care about.
Additionally our Espresso Shot is sent out each morning via email and it includes Today’s Activities and it’s a great way to plan your day before even getting into the office each morning. If you are not currently subscribed then I encourage you to check your My Profile from the menu in the upper right and enable the Espresso Shot on the Preferences tab. It’s filled with a lot of info to jump start your morning!